Beacon Investment Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Beacon Investment Advisory Services, Inc.
- $2.36 Billion
- Q3 2025
A detailed history of Beacon Investment Advisory Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 5,854 shares of CGDV stock, worth $251,019. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,854
Previous 5,854
-0.0%
Holding current value
$251,019
Previous $231,000
6.49%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
617Shares 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