Bartlett & Co. Wealth Management LLC Capital Group Divid Value ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 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 $1,465. This represents 0.0% of its overall portfolio holdings.
Number of Shares
41
Previous 41
-0.0%
Holding current value
$1,465
Previous $1.5 Million
3.6%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
465Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$841 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$786 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$609 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$415 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$398 Million0.13% of portfolio