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 | $428,990 | +86.5% | 16,043 | +93.8% | 0.05% | +88.0% |
| Q2 2023 | $230,073 | -29.3% | 8,279 | -36.6% | 0.02% | -28.6% |
| Q1 2023 | $325,467 | +5.7% | 13,050 | 0.0% | 0.04% | -2.8% |
| Q4 2022 | $307,850 | +4.0% | 13,050 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $296,000 | -3.0% | 13,050 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $305,000 | -9.8% | 13,050 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $338,000 | – | 13,050 | – | 0.04% | – |
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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% |