Financial Perspectives, Inc Capital Group Divid Value ETF Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 8,691 shares of CGDV stock, worth $315,657. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,691
Previous 7,906
9.93%
Holding current value
$315,657
Previous $261 Million
21.39%
% of portfolio
0.11%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding CGDV
# of Institutions
377Shares Held
200MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$809 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$463 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$392 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$351 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$322 Million0.29% of portfolio