Strategic Family Wealth Counselors, L.L.C. Capital Group Divid Value ETF Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $293 Million
- Q4 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 8,316 shares of CGDV stock, worth $299,292. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,316
Previous 8,316
-0.0%
Holding current value
$299,292
Previous $303,000
3.3%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio