Cap Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Cap Wealth Advisors, LLC
- $892 Million
- Q4 2024
A detailed history of Cap Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 21,662 shares of CGDV stock, worth $752,321. This represents 0.09% of its overall portfolio holdings.
Number of Shares
21,662
Previous 24,936
13.13%
Holding current value
$752,321
Previous $908,000
15.97%
% of portfolio
0.09%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
483Shares Held
279MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$817 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$763 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$592 Million0.23% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$443 Million27.2% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$403 Million0.35% of portfolio