Ever Source Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 56,757 shares of CGDV stock, worth $2.04 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
56,757
Previous 57,462
1.23%
Holding current value
$2.04 Million
Previous $1.87 Million
0.27%
% of portfolio
0.13%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
381Shares Held
201MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$801 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$458 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$347 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$319 Million0.29% of portfolio