J.W. Cole Advisors, Inc. Capital Group Divid Value ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 12,653 shares of CGDV stock, worth $460,063. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,653
Previous 12,069
4.84%
Holding current value
$460,063
Previous $398,000
15.83%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$847 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$588 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$392 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$384 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$356 Million0.12% of portfolio