CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 263 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,440,461 | +4.1% | 104,256 | +2.5% | 2.66% | +3.7% |
| Q1 2024 | $3,304,091 | +9.8% | 101,664 | +0.8% | 2.56% | +2.9% |
| Q4 2023 | $3,008,684 | +18.5% | 100,827 | +5.1% | 2.49% | +7.8% |
| Q3 2023 | $2,538,449 | +0.4% | 95,899 | +2.6% | 2.31% | +2.5% |
| Q2 2023 | $2,527,267 | +4.8% | 93,464 | -3.3% | 2.25% | -1.3% |
| Q1 2023 | $2,410,725 | +7.2% | 96,661 | +1.4% | 2.28% | +20.0% |
| Q4 2022 | $2,248,410 | +78.6% | 95,312 | +54.6% | 1.90% | +68.1% |
| Q3 2022 | $1,259,000 | – | 61,649 | – | 1.13% | – |
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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% |