Steward Partners Investment Advisory, LLC Capital Group Divid Value ETF Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 212,120 shares of CGDV stock, worth $7.64 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
212,120
Previous 171,149
23.94%
Holding current value
$7.64 Million
Previous $5.65 Million
36.87%
% of portfolio
0.07%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
389Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$839 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$583 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$389 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$381 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$353 Million0.12% of portfolio