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 $916,661. This represents 0.78% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$916,661
Previous $772 Million
10.8%
% of portfolio
0.78%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
565Shares Held
371MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.81 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$1 Billion0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$819 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$708 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$650 Million0.04% of portfolio