Compass Ion Advisors, LLC Capital Group Divid Value ETF Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
A detailed history of Compass Ion Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 7,051 shares of CGDV stock, worth $251,015. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,051Holding current value
$251,015% of portfolio
0.03%Shares
1 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
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Lpl Financial LLC Fort Mill, SC16.2MShares$576 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$384 Million23.28% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$376 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$349 Million0.12% of portfolio