Advance Capital Management, Inc. Capital Group Divid Value ETF Transaction History
Advance Capital Management, Inc.
- $1.38 Billion
- Q4 2025
A detailed history of Advance Capital Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Advance Capital Management, Inc. holds 10,051,233 shares of CGDV stock, worth $431 Million. This represents 31.28% of its overall portfolio holdings.
Number of Shares
10,051,233
Previous 9,819,587
2.36%
Holding current value
$431 Million
Previous $413 Million
4.43%
% of portfolio
31.28%
Previous 27.79%
Shares
7 transactions
Others Institutions Holding CGDV
# of Institutions
645Shares Held
429MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio