Position history for Integrated Wealth Concepts LLC's holdings in CAPITAL GROUP DIVIDEND VALUE
Integrated Wealth Concepts LLC holds 1.3M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE), worth $58.4M as of 2025-Q4. The position was increased (++10.2% shares). CGDV represents 0.7% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$58.4M
Current Shares
1.3M
Total Value Change
+$42.7M
Total Shares Change
+863,255
Other major holders of CGDV: Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 1.3M |
+10.2% |
| $58.4M |
| 0.7% |
| $43.93 |
46 |
| 2025-Q3 | Increased | 1.2M | +9.0% | $51M | 0.5% | $41.61 | 38 |
| 2025-Q2 | Increased | 1.1M | +5.4% | $44M | 0.4% | $39.01 | 37 |
| 2025-Q1 | Increased | 1.1M | +9.7% | $37.6M | 0.4% | $34.98 | 38 |
| 2024-Q4 | Increased | 962,047 | +13.6% | $33.9M | 0.4% | $34.80 | 39 |
| 2024-Q3 | Increased | 847,094 | +78.5% | $30.9M | 0.4% | $35.64 | 53 |
| 2024-Q2 | Increased | 474,444 | +266.1% | $15.7M | 0.2% | $32.24 | 54 |