Wealthcare Capital Management LLC Capital Group Divid Value ETF Transaction History
Wealthcare Capital Management LLC
- $972 Million
- Q4 2024
A detailed history of Wealthcare Capital Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 15,930 shares of CGDV stock, worth $564,877. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,930
Previous 16,129
1.23%
Holding current value
$564,877
Previous $587,000
4.43%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
468Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$395 Million0.13% of portfolio