Acorn Financial Advisory Services Inc Capital Group Divid Value ETF Transaction History
Acorn Financial Advisory Services Inc
- $523 Million
- Q4 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,978 shares of CGDV stock, worth $223,158. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,978
Previous 5,925
0.89%
Holding current value
$223,158
Previous $215,000
2.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
460Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$879 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$821 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$637 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$433 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$416 Million0.13% of portfolio