Wealth Enhancement Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 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 1,058,212 shares of CGDV stock, worth $36.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,058,212
Previous 823,845
28.45%
Holding current value
$36.5 Million
Previous $26.8 Million
30.43%
% of portfolio
0.09%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
350Shares Held
190MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA22.3MShares$769 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$440 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI9.1MShares$314 Million17.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9MShares$311 Million0.43% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$306 Million0.29% of portfolio