Balboa Wealth Partners Capital Group Divid Value ETF Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 10,038 shares of CGDV stock, worth $359,260. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,038Holding current value
$359,260% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$797 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$456 Million0.21% of portfolio
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Advance Capital Management, Inc. Southfield, MI9.1MShares$326 Million17.45% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$322 Million0.43% of portfolio
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Northwestern Mutual Wealth Management CO8.86MShares$317 Million0.29% of portfolio