Atlas Legacy Advisors, LLC Capital Group Divid Value ETF Transaction History
Atlas Legacy Advisors, LLC
- $413 Billion
- Q4 2024
A detailed history of Atlas Legacy Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 286,769 shares of CGDV stock, worth $10.2 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
286,769Holding current value
$10.2 Million% of portfolio
2.45%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
465Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$839 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$783 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$608 Million0.23% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$414 Million0.35% of portfolio
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Envestnet Asset Management Inc11.1MShares$397 Million0.13% of portfolio