Acorn Financial Advisory Services Inc Capital Group Divid Value ETF Transaction History
Acorn Financial Advisory Services Inc
- $523 Million
- Q4 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,978 shares of CGDV stock, worth $211,979. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,978
Previous 5,925
0.89%
Holding current value
$211,979
Previous $215,000
2.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
468Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$395 Million0.13% of portfolio