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 $9.8 Million. This represents 7.38% of its overall portfolio holdings.
Number of Shares
272,364
Previous 269,922
0.9%
Holding current value
$9.8 Million
Previous $9.84 Million
2.36%
% of portfolio
7.38%
Previous 7.65%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio