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 $258,701. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,051Holding current value
$258,701% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$854 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$593 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio