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 $1,505. This represents 0.0% of its overall portfolio holdings.
Number of Shares
41
Previous 41
-0.0%
Holding current value
$1,505
Previous $1.5 Million
3.6%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
424Shares Held
230MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$855 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$594 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$398 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio