Silver Oak Securities, Inc Capital Group Divid Value ETF Transaction History
Silver Oak Securities, Inc
- $630 Million
- Q1 2024
A detailed history of Silver Oak Securities, Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Silver Oak Securities, Inc holds 291,999 shares of CGDV stock, worth $9.73 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
291,999
Previous 248,797
17.36%
Holding current value
$9.73 Million
Previous $7.42 Million
27.82%
% of portfolio
1.51%
Previous 1.02%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
307Shares Held
155MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$743 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC11MShares$368 Million0.2% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL8.48MShares$283 Million0.42% of portfolio
-
Northwestern Mutual Wealth Management CO8.23MShares$274 Million0.28% of portfolio
-
Envestnet Asset Management Inc6.96MShares$232 Million0.09% of portfolio