Sugarloaf Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 257 shares of CGDV stock, worth $8,982. This represents 0.0% of its overall portfolio holdings.
Number of Shares
257Holding current value
$8,982% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
394Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$814 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC16.2MShares$565 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$378 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$369 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$343 Million0.12% of portfolio