Whipplewood Advisors, LLC Capital Group Divid Value ETF Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 7,361 shares of CGDV stock, worth $263,082. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,361Holding current value
$263,082% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
465Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$841 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$786 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$609 Million0.23% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$415 Million0.35% of portfolio
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Envestnet Asset Management Inc11.1MShares$398 Million0.13% of portfolio