Weatherly Asset Management L. P. Capital Group Divid Value ETF Transaction History
Weatherly Asset Management L. P.
- $1.11 Billion
- Q4 2024
A detailed history of Weatherly Asset Management L. P. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 8,218 shares of CGDV stock, worth $291,410. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,218Holding current value
$291,410% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
469Shares Held
275MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$452 Million27.2% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio