Clearview Wealth Advisors LLC Capital Group Divid Value ETF Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 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 269,922 shares of CGDV stock, worth $9.61 Million. This represents 7.65% of its overall portfolio holdings.
Number of Shares
269,922
Previous 236,290
14.23%
Holding current value
$9.61 Million
Previous $7.8 Million
26.14%
% of portfolio
7.65%
Previous 6.85%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
391Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$829 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$576 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$384 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$376 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$349 Million0.12% of portfolio