Pillar Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Pillar Wealth Advisors, LLC
- $105 Million
- Q1 2024
A detailed history of Pillar Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Pillar Wealth Advisors, LLC holds 63,202 shares of CGDV stock, worth $2.09 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
63,202
Previous 61,352
3.02%
Holding current value
$2.09 Million
Previous $1.83 Million
12.24%
% of portfolio
1.96%
Previous 1.77%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
306Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$736 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$364 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$280 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$272 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$230 Million0.09% of portfolio