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 $583,675. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,930
Previous 16,129
1.23%
Holding current value
$583,675
Previous $587,000
4.43%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
409Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$853 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$592 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$387 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$359 Million0.12% of portfolio