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 $768,134. This represents 0.09% of its overall portfolio holdings.
Number of Shares
21,662
Previous 24,936
13.13%
Holding current value
$768,134
Previous $908,000
15.97%
% of portfolio
0.09%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
468Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$395 Million0.13% of portfolio