Guardian Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 926,735 shares of CGDV stock, worth $34 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
926,735
Previous 894,761
3.57%
Holding current value
$34 Million
Previous $29.5 Million
14.37%
% of portfolio
4.03%
Previous 3.91%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
412Shares Held
228MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$854 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$593 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio