U.S. Capital Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 172,253 shares of CGDV stock, worth $6.32 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
172,253
Previous 169,031
1.91%
Holding current value
$6.32 Million
Previous $6.16 Million
1.4%
% of portfolio
0.2%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding CGDV
# of Institutions
420Shares Held
229MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$854 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$593 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio