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 $756,451. This represents 0.39% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$756,451
Previous $763 Million
1.08%
% of portfolio
0.39%
Previous 0.4%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
492Shares Held
290MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$768 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$596 Million0.23% of portfolio
-
Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio