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 | $4,182 | +4.7% | 157,989 | +7.0% | 0.44% | +9.5% |
| Q2 2023 | $3,994 | +15.6% | 147,712 | +6.6% | 0.40% | -9.3% |
| Q1 2023 | $3,455 | +7.6% | 138,535 | +1.8% | 0.44% | +5.3% |
| Q4 2022 | $3,211 | -99.9% | 136,119 | -2.3% | 0.42% | +17.7% |
| Q3 2022 | $2,845,000 | +438.8% | 139,305 | +488.6% | 0.36% | +465.1% |
| Q2 2022 | $528,000 | -12.9% | 23,669 | +1.1% | 0.06% | +8.6% |
| Q1 2022 | $606,000 | – | 23,412 | – | 0.06% | – |
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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% |