Fermata Advisors, LLC Capital Group Divid Value ETF Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 2024
A detailed history of Fermata Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 194,513 shares of CGDV stock, worth $7.24 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
194,513
Previous 5,683
3322.72%
Holding current value
$7.24 Million
Previous $207,000
3213.04%
% of portfolio
1.34%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
457Shares Held
271MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA23.5MShares$876 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$818 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$634 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$432 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$414 Million0.13% of portfolio