Perigon Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 48,797 shares of CGDV stock, worth $1.74 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
48,797
Previous 37,903
28.74%
Holding current value
$1.74 Million
Previous $1.38 Million
24.55%
% of portfolio
0.04%
Previous 0.04%
Shares
2 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