Gutierrez Wealth Advisory, LLC Capital Group Divid Value ETF Transaction History
Gutierrez Wealth Advisory, LLC
- $121 Billion
- Q4 2024
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 349,573 shares of CGDV stock, worth $11.9 Million. This represents 10.17% of its overall portfolio holdings.
Number of Shares
349,573Holding current value
$11.9 Million% of portfolio
10.17%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
479Shares Held
277MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$804 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$751 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$582 Million0.23% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$435 Million27.2% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$396 Million0.35% of portfolio