CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 3 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,604,798 | +54.5% | 1,231,764 | +57.8% | 6.80% | +55.3% |
Q2 2023 | $21,102,791 | +16.5% | 780,429 | +7.4% | 4.38% | +9.3% |
Q1 2023 | $18,120,027 | +2.3% | 726,545 | -3.3% | 4.00% | -2.9% |
Q4 2022 | $17,715,542 | +17.2% | 750,977 | +1.5% | 4.12% | +8.6% |
Q3 2022 | $15,110,000 | -22.7% | 739,938 | -15.5% | 3.79% | -20.5% |
Q2 2022 | $19,554,000 | – | 876,083 | – | 4.77% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Investment Advisory Services, LLC | 817,764 | $21,646,216 | 16.04% |
Erickson Financial Group, LLC | 570,201 | $15,093,220 | 14.12% |
Confluence Wealth Services, Inc. | 2,015,315 | $53,345,399 | 10.53% |
Ergawealth Advisors, Inc. | 526,321 | $13,931,730 | 9.61% |
WNY Asset Management, LLC | 1,576,773 | $41,737,139 | 8.14% |
Johnson Bixby & Associates, LLC | 1,231,764 | $32,604,798 | 6.80% |
WJ Wealth Management, LLC | 523,027 | $13,844,506 | 6.73% |
&PARTNERS | 459,791 | $12,177,789 | 5.68% |
FinDec Wealth Services, Inc. | 284,971 | $7,543,193 | 5.45% |
DB Wealth Management Group, LLC | 291,216 | $7,708,484 | 4.86% |