Avantax Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 746,269 shares of CGDV stock, worth $32 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
746,269
Previous 975,213
23.48%
Holding current value
$32 Million
Previous $34.8 Million
15.21%
% of portfolio
0.17%
Previous 0.22%
Shares
13 transactions
Others Institutions Holding CGDV
# of Institutions
618Shares Held
420MCall 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