Aptus Capital Advisors, LLC Capital Group Divid Value ETF Transaction History
Aptus Capital Advisors, LLC
- $4.95 Billion
- Q1 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,117,426 shares of CGDV stock, worth $37 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
1,117,426
Previous 989,899
12.88%
Holding current value
$37 Million
Previous $29.5 Million
22.95%
% of portfolio
0.73%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
306Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$738 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$365 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$281 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$273 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$231 Million0.09% of portfolio