Bay Colony Advisory Group, Inc D Capital Group Divid Value ETF Transaction History
Bay Colony Advisory Group, Inc D
- $554 Million
- Q1 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 752,648 shares of CGDV stock, worth $25.1 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
752,648
Previous 465,302
61.75%
Holding current value
$25.1 Million
Previous $13.9 Million
76.18%
% of portfolio
4.41%
Previous 2.77%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
307Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$743 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 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