CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 156 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,365,392 | +3.9% | 41,376 | +2.4% | 0.05% | +100.0% |
Q1 2024 | $1,313,561 | +14.1% | 40,417 | +5.2% | 0.02% | -36.8% |
Q4 2023 | $1,151,136 | +60.7% | 38,435 | +42.1% | 0.04% | +40.7% |
Q3 2023 | $716,175 | +14.5% | 27,056 | +17.0% | 0.03% | +17.4% |
Q2 2023 | $625,277 | +9.5% | 23,124 | +1.0% | 0.02% | +4.5% |
Q1 2023 | $571,076 | +500843.9% | 22,898 | +373.1% | 0.02% | +266.7% |
Q4 2022 | $114 | – | 4,840 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Erickson Financial Group, LLC | 629,158 | $20,762,214 | 15.83% |
Advance Capital Management, Inc. | 9,099,751 | $300,291,783 | 14.21% |
Dechtman Wealth Management, LLC | 1,745,166 | $57,590,473 | 12.87% |
Confluence Wealth Services, Inc. | 4,059,722 | $133,970,824 | 10.68% |
Swisher Financial Concepts, Inc. | 309,924 | $10,265 | 10.40% |
Johnson Bixby & Associates, LLC | 1,837,304 | $60,631,044 | 10.16% |
Main Line Retirement Advisors, LLC | 342,838 | $11,313,643 | 8.66% |
Ergawealth Advisors, Inc. | 468,783 | $15,469,831 | 8.42% |
FinDec Wealth Services, Inc. | 401,917 | $13,263,267 | 8.37% |
WNY Asset Management, LLC | 1,791,598 | $59,122,721 | 7.83% |