Souders Financial Advisors Capital Group Divid Value ETF Transaction History
Souders Financial Advisors
- $683 Million
- Q3 2024
A detailed history of Souders Financial Advisors transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Souders Financial Advisors holds 723,742 shares of CGDV stock, worth $25.8 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
723,742
Previous 728,080
0.6%
Holding current value
$25.8 Million
Previous $24 Million
9.77%
% of portfolio
3.86%
Previous 3.76%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
391Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$829 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$576 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$384 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$376 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$349 Million0.12% of portfolio