Wealthsource Partners, LLC Capital Group Divid Value ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,710 shares of CGDV stock, worth $320,789. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,710
Previous 8,710
-0.0%
Holding current value
$320,789
Previous $230,000
12.61%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
462Shares 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
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$628 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$428 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$410 Million0.13% of portfolio