New England Private Wealth Advisors LLC Capital Group Divid Value ETF Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 195,214 shares of CGDV stock, worth $7.08 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
195,214
Previous 183,470
6.4%
Holding current value
$7.08 Million
Previous $5.96 Million
8.05%
% of portfolio
1.13%
Previous 1.05%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$808 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$462 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$330 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$326 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$321 Million0.29% of portfolio