United Advisor Group, LLC Capital Group Divid Value ETF Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 9,548 shares of CGDV stock, worth $355,281. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,548
Previous 7,226
32.13%
Holding current value
$355,281
Previous $238,000
45.8%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
457Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$876 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$818 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$634 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$432 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$414 Million0.13% of portfolio