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 $55.8 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
$55.8 Million
Previous $62.1 Million
6.42%
% of portfolio
11.85%
Previous 12.87%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
481Shares Held
278MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$796 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$744 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$577 Million0.23% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$431 Million27.2% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$393 Million0.35% of portfolio