Weatherly Asset Management L. P. Capital Group Divid Value ETF Transaction History
Weatherly Asset Management L. P.
- $1.11 Billion
- Q4 2024
A detailed history of Weatherly Asset Management L. P. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 8,218 shares of CGDV stock, worth $275,303. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,218Holding current value
$275,303% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
483Shares Held
278MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$788 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$736 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$571 Million0.23% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$427 Million27.2% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$389 Million0.35% of portfolio