Financial Perspectives, Inc Capital Group Divid Value ETF Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 7,906 shares of CGDV stock, worth $285,327. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,906
Previous 7,438
6.29%
Holding current value
$285,327
Previous $242 Million
7.92%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
351Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$804 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$460 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$328 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$325 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$320 Million0.29% of portfolio