Ever Source Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 58,688 shares of CGDV stock, worth $2.12 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
58,688
Previous 56,757
3.4%
Holding current value
$2.12 Million
Previous $1.87 Million
14.21%
% of portfolio
0.14%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$839 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$583 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$389 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$381 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$353 Million0.12% of portfolio