Quantum Financial Advisors, LLC Capital Group Divid Value ETF Transaction History
Quantum Financial Advisors, LLC
- $412 Million
- Q3 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 11,205 shares of CGDV stock, worth $403,043. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,205Holding current value
$403,043% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
390Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$838 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC16.2MShares$582 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$380 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$353 Million0.12% of portfolio