Orba Wealth Advisors, L.L.C. Capital Group Divid Value ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $110 Billion
- Q2 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 $878,990. This represents 0.78% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$878,990
Previous $772 Million
10.8%
% of portfolio
0.78%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
542Shares Held
334MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.2 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$963 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$705 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$679 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$562 Million0.41% of portfolio