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 | $53,345,399 | +28.6% | 2,015,315 | +31.4% | 10.53% | +19.8% |
| Q2 2023 | $41,471,861 | +15.1% | 1,533,723 | +6.2% | 8.79% | +4.6% |
| Q1 2023 | $36,027,349 | +17.4% | 1,444,561 | +11.1% | 8.40% | +5.4% |
| Q4 2022 | $30,682,567 | +291.7% | 1,300,660 | +239.0% | 7.98% | +140.6% |
| Q3 2022 | $7,834,000 | +485.9% | 383,673 | +584.2% | 3.31% | +464.6% |
| Q2 2022 | $1,337,000 | – | 56,073 | – | 0.59% | – |
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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% |