Black Diamond Wealth Management Inc. Capital Group Divid Value ETF Transaction History
Black Diamond Wealth Management Inc.
- $145 Million
- Q4 2024
A detailed history of Black Diamond Wealth Management Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 82,712 shares of CGDV stock, worth $2.93 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
82,712
Previous 82,713
0.0%
Holding current value
$2.93 Million
Previous $3.01 Million
3.25%
% of portfolio
2.01%
Previous 2.24%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
468Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$395 Million0.13% of portfolio