Orba Wealth Advisors, L.L.C. Capital Group Divid Value ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 21,650 shares of CGDV stock, worth $756,667. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$756,667
Previous $714 Million
10.42%
% of portfolio
0.4%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
394Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$814 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$565 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$378 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$369 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$343 Million0.12% of portfolio