Orca Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Orca Wealth Management, LLC
- $111 Billion
- Q4 2024
A detailed history of Orca Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orca Wealth Management, LLC holds 53,781 shares of CGDV stock, worth $1.95 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
53,781Holding current value
$1.95 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
412Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$844 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC16.2MShares$586 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$392 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$383 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$355 Million0.12% of portfolio