High Net Worth Advisory Group LLC Capital Group Divid Value ETF Transaction History
High Net Worth Advisory Group LLC
- $340 Million
- Q1 2025
Shares
2 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