HoyleCohen, LLC - CAPITAL GROUP DIVIDEND VALUE ownership

CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 213 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q3 2023$8,829,544
-2.1%
333,568
+0.0%
0.82%
+2.9%
Q2 2023$9,018,877
+25.7%
333,538
+16.0%
0.80%
+19.0%
Q1 2023$7,173,094
+20.6%
287,614
+14.1%
0.67%
+13.0%
Q4 2022$5,945,553252,0370.59%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q3 2023
NameSharesValueWeighting ↓
Summit Investment Advisory Services, LLC 792,622$19,767,99214.07%
Erickson Financial Group, LLC 532,468$13,279,75213.17%
Ergawealth Advisors, Inc. 494,330$12,328,59410.04%
Confluence Wealth Services, Inc. 1,444,561$36,027,3498.40%
WNY Asset Management, LLC 1,096,770$27,353,4096.50%
&PARTNERS 450,424$11,321,9465.44%
FinDec Wealth Services, Inc. 281,424$7,018,7045.31%
Johnson Bixby & Associates, LLC 726,545$18,120,0274.00%
Souders Financial Advisors 630,105$15,714,8193.34%
Smallwood Wealth Investment Management, LLC 96,661$2,410,7252.28%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders