Rather & Kittrell, Inc. - CAPITAL GROUP DIVIDEND VALUE ownership

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
Rather & Kittrell, Inc. ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q2 2024$565,752
+25.2%
17,144
+23.3%
0.16%
+15.6%
Q1 2024$452,01013,9080.14%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q2 2024
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 629,158$20,762,21415.83%
Advance Capital Management, Inc. 9,099,751$300,291,78314.21%
Dechtman Wealth Management, LLC 1,745,166$57,590,47312.87%
Confluence Wealth Services, Inc. 4,059,722$133,970,82410.68%
Swisher Financial Concepts, Inc. 309,924$10,26510.40%
Johnson Bixby & Associates, LLC 1,837,304$60,631,04410.16%
Main Line Retirement Advisors, LLC 342,838$11,313,6438.66%
Ergawealth Advisors, Inc. 468,783$15,469,8318.42%
FinDec Wealth Services, Inc. 401,917$13,263,2678.37%
WNY Asset Management, LLC 1,791,598$59,122,7217.83%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders