Harbor Investment Advisory, LLC Capital Group Divid Value ETF Transaction History
Harbor Investment Advisory, LLC
- $1.14 Billion
- Q1 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 14,300 shares of CGDV stock, worth $477,190. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,300
Previous 6,200
130.65%
Holding current value
$477,190
Previous $185,000
150.81%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
308Shares Held
164MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$744 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$304 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$275 Million0.28% of portfolio