Beacon Financial Advisory LLC Capital Group Divid Value ETF Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 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 326,772 shares of CGDV stock, worth $12 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
326,772
Previous 200,692
62.82%
Holding current value
$12 Million
Previous $7.31 Million
57.54%
% of portfolio
4.12%
Previous 2.71%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$854 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$593 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio