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
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Investment Advisory Services, LLC | 792,622 | $19,767,992 | 14.07% |
Erickson Financial Group, LLC | 532,468 | $13,279,752 | 13.17% |
Ergawealth Advisors, Inc. | 494,330 | $12,328,594 | 10.04% |
Confluence Wealth Services, Inc. | 1,444,561 | $36,027,349 | 8.40% |
WNY Asset Management, LLC | 1,096,770 | $27,353,409 | 6.50% |
&PARTNERS | 450,424 | $11,321,946 | 5.44% |
FinDec Wealth Services, Inc. | 281,424 | $7,018,704 | 5.31% |
Johnson Bixby & Associates, LLC | 726,545 | $18,120,027 | 4.00% |
Souders Financial Advisors | 630,105 | $15,714,819 | 3.34% |
Smallwood Wealth Investment Management, LLC | 96,661 | $2,410,725 | 2.28% |