Whipplewood Advisors, LLC Capital Group Divid Value ETF Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 7,361 shares of CGDV stock, worth $270,369. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,361Holding current value
$270,369% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
424Shares Held
230MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$855 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$594 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$398 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio