Clear Point Advisors Inc. Capital Group Divid Value ETF Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 41,217 shares of CGDV stock, worth $1.48 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
41,217
Previous 39,959
3.15%
Holding current value
$1.48 Million
Previous $1.32 Billion
13.9%
% of portfolio
1.16%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
391Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$836 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$580 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$387 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$379 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$352 Million0.12% of portfolio