Concurrent Investment Advisors, LLC Capital Group Divid Value ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 314,753 shares of CGDV stock, worth $11.6 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
314,753
Previous 296,096
6.3%
Holding current value
$11.6 Million
Previous $9.77 Billion
17.38%
% of portfolio
0.34%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
383Shares Held
203MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$823 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$597 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$398 Million23.28% of portfolio
-
Envestnet Asset Management Inc9.8MShares$362 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$357 Million0.48% of portfolio