Clearview Wealth Advisors LLC Capital Group Divid Value ETF Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 272,364 shares of CGDV stock, worth $10 Million. This represents 7.38% of its overall portfolio holdings.
Number of Shares
272,364
Previous 269,922
0.9%
Holding current value
$10 Million
Previous $9.84 Million
2.36%
% of portfolio
7.38%
Previous 7.65%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
424Shares Held
230MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$856 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$594 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$398 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio