Cfs Investment Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.19 Billion
- Q3 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 217,274 shares of CGDV stock, worth $7.83 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
217,274
Previous 255,306
14.9%
Holding current value
$7.83 Million
Previous $8.43 Million
6.03%
% of portfolio
0.67%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$839 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$583 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$389 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$381 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$353 Million0.12% of portfolio