Optivise Advisory Services LLC Capital Group Divid Value ETF Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 49,204 shares of CGDV stock, worth $1.79 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
49,204Holding current value
$1.79 Million% of portfolio
0.94%Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
388Shares Held
216MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$845 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$587 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$391 Million23.28% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$384 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$356 Million0.12% of portfolio