Winch Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
A detailed history of Winch Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 2,782 shares of CGDV stock, worth $100,318. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,782
Previous 2,775
0.25%
Holding current value
$100,318
Previous $101,000
2.97%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$849 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$793 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$615 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$419 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$402 Million0.13% of portfolio