Orba Wealth Advisors, L.L.C. Capital Group Divid Value ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $191 Billion
- Q4 2024
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 $797,369. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$797,369
Previous $789 Million
3.24%
% of portfolio
0.4%
Previous 0.4%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
460Shares Held
272MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$867 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$810 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$628 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$428 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$410 Million0.13% of portfolio