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 $445 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
$445 Million
Previous $382 Million
18.4%
% of portfolio
27.2%
Previous 22.7%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
484Shares Held
287MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$767 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$595 Million0.23% of portfolio
-
Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$405 Million0.35% of portfolio