Bartlett & Co. Wealth Management LLC Capital Group Divid Value ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 41 shares of CGDV stock, worth $1,463. This represents 0.0% of its overall portfolio holdings.
Number of Shares
41
Previous 41
-0.0%
Holding current value
$1,463
Previous $1.36 Million
10.46%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
391Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$831 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$577 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$385 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$377 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$350 Million0.12% of portfolio