Merriman Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 22,349 shares of CGDV stock, worth $798,753. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,349
Previous 23,704
5.72%
Holding current value
$798,753
Previous $863,000
8.69%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
465Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$841 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$786 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$609 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$415 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$398 Million0.13% of portfolio