Global Retirement 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
Global Retirement Partners, LLC ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q3 2023$13,657,675
+1.2%
524,086
+5.0%
0.69%
+4.4%
Q2 2023$13,501,818
+18.9%
499,328
+10.7%
0.66%
+9.3%
Q1 2023$11,356,216
+113167.7%
451,181
+106060.2%
0.60%
+60200.0%
Q4 2022$10,0264250.00%
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