Avantax Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 677,900 shares of CGDV stock, worth $24.3 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
677,900
Previous 413,054
64.12%
Holding current value
$24.3 Million
Previous $13.6 Million
81.23%
% of portfolio
0.17%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
409Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$834 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$579 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$379 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$351 Million0.12% of portfolio