Cary Street Partners Investment Advisory LLC Capital Group Divid Value ETF Transaction History
Cary Street Partners Investment Advisory LLC
- $2.42 Billion
- Q2 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 487,601 shares of CGDV stock, worth $16.8 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
487,601
Previous 518,598
5.98%
Holding current value
$16.8 Million
Previous $16.9 Million
4.53%
% of portfolio
0.67%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$769 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$440 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$314 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$306 Million0.29% of portfolio