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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,300,675 | +1.2% | 653,595 | +3.3% | 0.59% | -52.3% |
| Q2 2023 | $17,102,933 | +140.9% | 632,505 | +122.1% | 1.24% | +130.5% |
| Q1 2023 | $7,101,025 | +6.3% | 284,724 | +0.5% | 0.54% | -2.5% |
| Q4 2022 | $6,680,444 | +12.9% | 283,190 | -2.3% | 0.55% | -1.6% |
| Q3 2022 | $5,917,000 | -6.0% | 289,757 | +2.8% | 0.56% | -3.3% |
| Q2 2022 | $6,292,000 | – | 281,883 | – | 0.58% | – |
Download | ||||||
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% |