CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 70 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,402 | +29.4% | 497,040 | +27.4% | 0.08% | +24.2% |
Q1 2024 | $12,677 | +17.2% | 390,046 | +7.6% | 0.06% | +6.9% |
Q4 2023 | $10,815 | +2468.9% | 362,419 | +2176.4% | 0.06% | +1833.3% |
Q3 2023 | $421 | +168.2% | 15,921 | +174.9% | 0.00% | +200.0% |
Q2 2023 | $157 | -98.6% | 5,791 | +1119.2% | 0.00% | – |
Q2 2022 | $11,000 | – | 475 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Erickson Financial Group, LLC | 629,158 | $20,762,214 | 15.83% |
Advance Capital Management, Inc. | 9,099,751 | $300,291,783 | 14.21% |
Dechtman Wealth Management, LLC | 1,745,166 | $57,590,473 | 12.87% |
Confluence Wealth Services, Inc. | 4,059,722 | $133,970,824 | 10.68% |
Swisher Financial Concepts, Inc. | 309,924 | $10,265 | 10.40% |
Johnson Bixby & Associates, LLC | 1,837,304 | $60,631,044 | 10.16% |
Main Line Retirement Advisors, LLC | 342,838 | $11,313,643 | 8.66% |
Ergawealth Advisors, Inc. | 468,783 | $15,469,831 | 8.42% |
FinDec Wealth Services, Inc. | 401,917 | $13,263,267 | 8.37% |
WNY Asset Management, LLC | 1,791,598 | $59,122,721 | 7.83% |