Avantax Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 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 333,291 shares of CGDV stock, worth $11.1 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
333,291
Previous 183,118
82.01%
Holding current value
$11.1 Million
Previous $5.46 Million
98.22%
% of portfolio
0.1%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
306Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$741 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$367 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$282 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