Fortis Group Advisors, LLC Capital Group Divid Value ETF Transaction History
Fortis Group Advisors, LLC
- $541 Billion
- Q3 2024
A detailed history of Fortis Group Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 29,757 shares of CGDV stock, worth $1.09 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
29,757Holding current value
$1.09 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
412Shares Held
228MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$854 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$593 Million0.27% of portfolio
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Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
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Northwestern Mutual Wealth Management CO10.6MShares$388 Million0.34% of portfolio
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Envestnet Asset Management Inc9.8MShares$360 Million0.12% of portfolio