Avaii Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 598,754 shares of CGDV stock, worth $20.8 Million. This represents 12.46% of its overall portfolio holdings.
Number of Shares
598,754Holding current value
$20.8 Million% of portfolio
12.46%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
484Shares Held
282MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$817 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC22MShares$763 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$592 Million0.23% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$443 Million27.2% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$403 Million0.35% of portfolio