Blue Chip Wealth Advisors LLC Capital Group Divid Value ETF Transaction History
Blue Chip Wealth Advisors LLC
- $204 Billion
- Q1 2025
A detailed history of Blue Chip Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 114,009 shares of CGDV stock, worth $3.98 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
114,009Holding current value
$3.98 Million% of portfolio
2.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
494Shares Held
293MCall Options Held
3KPut Options Held
400-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.03 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$596 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