Foundations Investment Advisors, LLC Capital Group Divid Value ETF Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 18,685 shares of CGDV stock, worth $782,901. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,685Holding current value
$782,901% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
581Shares Held
376MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio