Lynch & Associates Capital Group Divid Value ETF Transaction History
Lynch & Associates
- $456 Million
- Q4 2024
A detailed history of Lynch & Associates transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Lynch & Associates holds 15,347 shares of CGDV stock, worth $554,180. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,347
Previous 10,963
39.99%
Holding current value
$554,180
Previous $399,000
35.59%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
463Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$850 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$794 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$616 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$419 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$402 Million0.13% of portfolio