Orba Wealth Advisors, L.L.C. Capital Group Divid Value ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q1 2025
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 21,650 shares of CGDV stock, worth $816,421. This represents 0.39% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$816,421
Previous $763 Million
1.08%
% of portfolio
0.39%
Previous 0.4%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
518Shares Held
323MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.11 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$894 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$654 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$573 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$522 Million0.41% of portfolio