Ridgeline Wealth Planning, LLC Capital Group Divid Value ETF Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 232,837 shares of CGDV stock, worth $8.41 Million. This represents 7.86% of its overall portfolio holdings.
Number of Shares
232,837Holding current value
$8.41 Million% of portfolio
7.86%Shares
1 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
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$616 Million0.23% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$419 Million0.35% of portfolio
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Envestnet Asset Management Inc11.1MShares$402 Million0.13% of portfolio