Investment Advisory Services Inc Capital Group Divid Value ETF Transaction History
Investment Advisory Services Inc
- $277 Million
- Q4 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 13,175 shares of CGDV stock, worth $469,688. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,175
Previous 11,262
16.99%
Holding current value
$469,688
Previous $410,000
13.17%
% of portfolio
0.17%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
464Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$839 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$784 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$608 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$414 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$397 Million0.13% of portfolio