Db Wealth Management Group, LLC Capital Group Divid Value ETF Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 340,377 shares of CGDV stock, worth $14.6 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
340,377
Previous 291,216
16.88%
Holding current value
$14.6 Million
Previous $7.71 Million
31.76%
% of portfolio
6.02%
Previous 5.03%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
622Shares Held
422MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio