Beacon Financial Advisory LLC Capital Group Divid Value ETF Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 326,772 shares of CGDV stock, worth $11.6 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
326,772
Previous 200,692
62.82%
Holding current value
$11.6 Million
Previous $7.31 Million
57.54%
% of portfolio
4.12%
Previous 2.71%
Shares
8 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