Orba Wealth Advisors, L.L.C. Capital Group Divid Value ETF Transaction History
Orba Wealth Advisors, L.L.C.
- $191 Billion
- Q4 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 21,650 shares of CGDV stock, worth $795,204. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,650
Previous 21,650
-0.0%
Holding current value
$795,204
Previous $789 Million
3.24%
% of portfolio
0.4%
Previous 0.4%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
424Shares Held
230MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$855 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$594 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$398 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