Lincoln Capital 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
Lincoln Capital LLC ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q3 2023$423,573
+4.9%
16,002
+7.1%
0.11%
+6.7%
Q2 2023$403,842
+28.7%
14,935
+18.7%
0.10%
+20.9%
Q1 2023$313,820
+34.0%
12,583
+26.8%
0.09%
+28.4%
Q4 2022$234,1789,9270.07%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q1 2023
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 511,130$12,057,55713.05%
Ergawealth Advisors, Inc. 416,036$9,814,2928.89%
Confluence Wealth Services, Inc. 1,300,660$30,682,5677.98%
WNY Asset Management, LLC 960,299$22,653,4576.13%
FinDec Wealth Services, Inc. 283,768$6,694,0815.53%
&PARTNERS 446,298$10,528,1605.23%
Johnson Bixby & Associates, LLC 750,977$17,715,5424.12%
Robbie L. Kennerson P.A., Inc. 163,088$3,847,2403.90%
Souders Financial Advisors 557,085$13,141,6353.00%
Smallwood Wealth Investment Management, LLC 95,312$2,248,4101.90%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders