CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 153 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,050,005 | -4.5% | 265,819 | -2.5% | 0.10% | -2.0% |
Q2 2023 | $7,380,506 | +90.6% | 272,549 | +75.5% | 0.10% | +77.2% |
Q1 2023 | $3,873,035 | +796.0% | 155,281 | +747.4% | 0.06% | +714.3% |
Q4 2022 | $432,272 | +31.8% | 18,324 | +14.1% | 0.01% | +16.7% |
Q3 2022 | $328,047 | – | 16,059 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Investment Advisory Services, LLC | 792,622 | $19,767,992 | 14.07% |
Erickson Financial Group, LLC | 532,468 | $13,279,752 | 13.17% |
Ergawealth Advisors, Inc. | 494,330 | $12,328,594 | 10.04% |
Confluence Wealth Services, Inc. | 1,444,561 | $36,027,349 | 8.40% |
WNY Asset Management, LLC | 1,096,770 | $27,353,409 | 6.50% |
&PARTNERS | 450,424 | $11,321,946 | 5.44% |
FinDec Wealth Services, Inc. | 281,424 | $7,018,704 | 5.31% |
Johnson Bixby & Associates, LLC | 726,545 | $18,120,027 | 4.00% |
Souders Financial Advisors | 630,105 | $15,714,819 | 3.34% |
Smallwood Wealth Investment Management, LLC | 96,661 | $2,410,725 | 2.28% |