Avantax Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 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 876,527 shares of CGDV stock, worth $31.7 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
876,527
Previous 677,900
29.3%
Holding current value
$31.7 Million
Previous $24.7 Million
25.12%
% of portfolio
0.2%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding CGDV
# of Institutions
463Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$850 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$794 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$616 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$419 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$402 Million0.13% of portfolio