Wealthsource Partners, LLC Capital Group Divid Value ETF Put Options Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

389

Shares Held

225M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$852 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$591 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$395 Million
23.28% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$387 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$358 Million
0.12% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.