Beacon Financial Advisory LLC Capital Group Divid Value ETF Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
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 200,692 shares of CGDV stock, worth $7.14 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
200,692
Previous 150,670
33.2%
Holding current value
$7.14 Million
Previous $4.97 Million
47.08%
% of portfolio
2.71%
Previous 2.0%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
391Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$829 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$576 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$384 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$376 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$349 Million0.12% of portfolio