Wr Wealth Planners, LLC Capital Group Divid Value ETF Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 219,444 shares of CGDV stock, worth $7.81 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
219,444
Previous 217,509
0.89%
Holding current value
$7.81 Million
Previous $7.07 Million
2.43%
% of portfolio
2.28%
Previous 2.26%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$793 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$454 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$324 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$321 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$316 Million0.29% of portfolio