Investment Advisory Services Inc Capital Group Divid Value ETF Transaction History
Investment Advisory Services Inc
- $279 Million
- Q3 2024
A detailed history of Investment Advisory Services Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Investment Advisory Services Inc holds 11,262 shares of CGDV stock, worth $399,688. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,262
Previous 11,191
0.63%
Holding current value
$399,688
Previous $369,000
11.11%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
392Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$826 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$574 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$384 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$375 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$348 Million0.12% of portfolio