Beacon Financial Advisory LLC Capital Group Divid Value ETF Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 370,005 shares of CGDV stock, worth $12.9 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
370,005
Previous 326,772
13.23%
Holding current value
$12.9 Million
Previous $11.5 Million
14.45%
% of portfolio
4.42%
Previous 4.12%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
484Shares Held
287MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$767 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$595 Million0.23% of portfolio
-
Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio