Cerity Partners LLC - CAPITAL GROUP DIVIDEND VALUE ownership

CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 153 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q2 2023$1,006,791
+22.6%
37,233
+13.1%
0.00%
+100.0%
Q1 2023$820,938
+7.8%
32,917
+2.0%
0.00%
-60.0%
Q4 2022$761,521
+16.4%
32,282
+0.8%
0.01%
-37.5%
Q3 2022$654,00032,0210.01%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Investment Advisory Services, LLC 817,764$21,646,21616.04%
Erickson Financial Group, LLC 570,201$15,093,22014.12%
Confluence Wealth Services, Inc. 2,015,315$53,345,39910.53%
Ergawealth Advisors, Inc. 526,321$13,931,7309.61%
WNY Asset Management, LLC 1,576,773$41,737,1398.14%
Johnson Bixby & Associates, LLC 1,231,764$32,604,7986.80%
WJ Wealth Management, LLC 523,027$13,844,5066.73%
&PARTNERS 459,791$12,177,7895.68%
FinDec Wealth Services, Inc. 284,971$7,543,1935.45%
DB Wealth Management Group, LLC 291,216$7,708,4844.86%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders