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 $344,109. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,548
Previous 7,226
32.13%
Holding current value
$344,109
Previous $238,000
45.8%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$839 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$583 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$389 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$381 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$353 Million0.12% of portfolio