Venturi Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,322 shares of CGDV stock, worth $48,689. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,322Holding current value
$48,689% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
460Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$867 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$810 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$628 Million0.23% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$428 Million0.35% of portfolio
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Envestnet Asset Management Inc11.1MShares$410 Million0.13% of portfolio