Wj Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wj Wealth Management, LLC holds 478,473 shares of CGDV stock, worth $16.6 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
478,473
Previous 638,993
25.12%
Holding current value
$16.6 Million
Previous $22.5 Million
24.31%
% of portfolio
6.96%
Previous 8.42%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
484Shares Held
282MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$817 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$763 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$592 Million0.23% of portfolio
-
Envestnet Asset Management Inc15.2MShares$528 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$443 Million27.2% of portfolio