Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in CAPITAL GROUP DIVIDEND VALUE
AXXCESS WEALTH MANAGEMENT, LLC holds 704,003 shares of CGDV (CAPITAL GROUP DIVIDEND VALUE), worth $30.7M as of 2025-Q4. The position was increased (++9.8% shares). CGDV represents 0.5% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$30.7M
Current Shares
704,003
Total Value Change
+$9.4M
Total Shares Change
+58,984
Other major holders of CGDV: Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 704,003 |
+9.8% |
| $30.7M |
| 0.5% |
| $43.93 |
45 |
| 2025-Q3 | Increased | 641,292 | +4.4% | $27M | 0.6% | $41.61 | 42 |
| 2025-Q2 | Decreased | 614,337 | -2.2% | $24.3M | 0.6% | $39.01 | 0 |
| 2025-Q1 | Increased | 628,083 | +0.3% | $22.4M | 0.6% | $34.98 | 40 |
| 2024-Q4 | Decreased | 626,102 | -3.5% | $22.1M | 0.5% | $34.80 | 0 |
| 2024-Q3 | Increased | 648,650 | +0.6% | $23.6M | 0.6% | $35.64 | 40 |
| 2024-Q2 | Increased | 645,019 | +4.4% | $21.3M | 0.6% | $32.24 | 42 |