180 Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
180 Wealth Advisors, LLC
- $632 Million
- Q4 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 6,977 shares of CGDV stock, worth $248,590. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,977
Previous 6,834
2.09%
Holding current value
$248,590
Previous $249,000
1.2%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
464Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$839 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$783 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$608 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$414 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$397 Million0.13% of portfolio