Cfs Investment Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 255,306 shares of CGDV stock, worth $9.31 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
255,306
Previous 226,929
12.5%
Holding current value
$9.31 Million
Previous $7.38 Million
14.24%
% of portfolio
0.68%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$813 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$465 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$332 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$328 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$323 Million0.29% of portfolio