LongView Wealth Management - CAPITAL GROUP DIVIDEND VALUE ownership

CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 334 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LongView Wealth Management ownership history of CAPITAL GROUP DIVIDEND VALUE
ValueSharesWeighting
Q2 2024$3,354,323
+34.1%
101,646
+32.1%
1.24%
+25.0%
Q1 2024$2,501,178
+20.3%
76,959
+9.9%
0.99%
+6.8%
Q4 2023$2,078,57770,0090.93%
Other shareholders
CAPITAL GROUP DIVIDEND VALUE shareholders Q2 2024
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 629,158$20,762,21415.83%
Advance Capital Management, Inc. 9,099,751$300,291,78314.21%
Dechtman Wealth Management, LLC 1,745,166$57,590,47312.87%
Confluence Wealth Services, Inc. 4,059,722$133,970,82410.68%
Swisher Financial Concepts, Inc. 309,924$10,26510.40%
Johnson Bixby & Associates, LLC 1,837,304$60,631,04410.16%
Main Line Retirement Advisors, LLC 342,838$11,313,6438.66%
Ergawealth Advisors, Inc. 468,783$15,469,8318.42%
FinDec Wealth Services, Inc. 401,917$13,263,2678.37%
WNY Asset Management, LLC 1,791,598$59,122,7217.83%
View complete list of CAPITAL GROUP DIVIDEND VALUE shareholders