Wealthsource Partners, LLC Capital Group Divid Value ETF Call Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$769 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$440 Million0.21% of portfolio
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Advance Capital Management, Inc. Southfield, MI9.1MShares$314 Million17.45% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
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Northwestern Mutual Wealth Management CO8.86MShares$306 Million0.29% of portfolio