Guardian Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Guardian Wealth Advisors, LLC
- $1.16 Billion
- Q1 2025
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 1,013,152 shares of CGDV stock, worth $40.7 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
1,013,152
Previous 962,243
5.29%
Holding current value
$40.7 Million
Previous $33.9 Million
6.43%
% of portfolio
3.11%
Previous 2.87%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
518Shares Held
324MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.18 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$953 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$697 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$611 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$556 Million0.41% of portfolio