Private Client Services, LLC Capital Group Divid Value ETF Transaction History
Private Client Services, LLC
- $186 Billion
- Q4 2024
A detailed history of Private Client Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Private Client Services, LLC holds 6,555 shares of CGDV stock, worth $236,373. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,555
Previous 5,862
11.82%
Holding current value
$236,373
Previous $214 Million
8.2%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$849 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$793 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$615 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$419 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$402 Million0.13% of portfolio