Atria Wealth Solutions, Inc. Capital Group Divid Value ETF Transaction History
Atria Wealth Solutions, Inc.
- $8.63 Billion
- Q1 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 660,014 shares of CGDV stock, worth $22 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
660,014
Previous 612,082
7.83%
Holding current value
$22 Million
Previous $18.3 Million
17.44%
% of portfolio
0.25%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
307Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$743 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$274 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$232 Million0.09% of portfolio