Wealth Enhancement Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,532,393 shares of CGDV stock, worth $55.2 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,532,393
Previous 1,372,811
11.62%
Holding current value
$55.2 Million
Previous $48.4 Million
11.62%
% of portfolio
0.11%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$847 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$791 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$614 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$418 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$401 Million0.13% of portfolio