Quantum Financial Advisors, LLC Capital Group Divid Value ETF Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 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 $398,113. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,205
Previous 11,205
-0.0%
Holding current value
$398,113
Previous $408,000
3.19%
% of portfolio
0.08%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
409Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$827 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$574 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$385 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$376 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$348 Million0.12% of portfolio