CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 334 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,646 | +78.3% | 80,170 | +75.6% | 0.04% | +78.3% |
| Q1 2024 | $1,484 | +8.7% | 45,650 | -0.2% | 0.02% | 0.0% |
| Q4 2023 | $1,365 | +9.6% | 45,730 | -2.8% | 0.02% | 0.0% |
| Q3 2023 | $1,246 | +1.3% | 47,070 | +3.5% | 0.02% | +4.5% |
| Q2 2023 | $1,230 | +28.5% | 45,490 | +18.6% | 0.02% | +22.2% |
| Q1 2023 | $957 | +4.6% | 38,370 | -1.0% | 0.02% | 0.0% |
| Q4 2022 | $915 | – | 38,770 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 834,894 | $24,913,226 | 15.68% |
| Erickson Financial Group, LLC | 604,568 | $18,040,309 | 14.99% |
| Confluence Wealth Services, Inc. | 3,462,094 | $103,308,900 | 11.32% |
| Ergawealth Advisors, Inc. | 501,365 | $14,960,731 | 9.20% |
| Main Line Retirement Advisors, LLC | 319,751 | $9,540,691 | 8.29% |
| Swisher Financial Concepts, Inc. | 283,427 | $8,348 | 8.04% |
| WNY Asset Management, LLC | 1,563,223 | $46,646,563 | 7.88% |
| Johnson Bixby & Associates, LLC | 1,351,948 | $40,342,123 | 7.62% |
| WJ Wealth Management, LLC | 558,532 | $16,666,556 | 7.24% |
| FinDec Wealth Services, Inc. | 297,430 | $8,875,307 | 5.93% |