Dechtman Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Dechtman Wealth Management, LLC
- $490 Million
- Q4 2024
A detailed history of Dechtman Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 1,647,636 shares of CGDV stock, worth $58.4 Million. This represents 11.85% of its overall portfolio holdings.
Number of Shares
1,647,636
Previous 1,703,723
3.29%
Holding current value
$58.4 Million
Previous $62.1 Million
6.42%
% of portfolio
11.85%
Previous 12.87%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
467Shares 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