Advance Capital Management, Inc. Capital Group Divid Value ETF Transaction History
Advance Capital Management, Inc.
- $1.66 Billion
- Q1 2025
A detailed history of Advance Capital Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Advance Capital Management, Inc. holds 12,746,076 shares of CGDV stock, worth $452 Million. This represents 27.2% of its overall portfolio holdings.
Number of Shares
12,746,076
Previous 10,826,570
17.73%
Holding current value
$452 Million
Previous $382 Million
18.4%
% of portfolio
27.2%
Previous 22.7%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
469Shares Held
275MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$395 Million0.13% of portfolio