Avantax Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 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 413,054 shares of CGDV stock, worth $14.8 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
413,054
Previous 333,291
23.93%
Holding current value
$14.8 Million
Previous $10.8 Million
25.84%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
381Shares Held
201MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$801 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$458 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$347 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$319 Million0.29% of portfolio