Financial Services Advisory Inc Capital Group Divid Value ETF Transaction History
Financial Services Advisory Inc
- $422 Million
- Q4 2024
A detailed history of Financial Services Advisory Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Financial Services Advisory Inc holds 587,897 shares of CGDV stock, worth $21.3 Million. This represents 4.91% of its overall portfolio holdings.
Number of Shares
587,897
Previous 971,968
39.51%
Holding current value
$21.3 Million
Previous $35.4 Million
41.47%
% of portfolio
4.91%
Previous 8.65%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
464Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$854 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$797 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$618 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$421 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$404 Million0.13% of portfolio