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 $12.5 Million. This represents 10.17% of its overall portfolio holdings.
Number of Shares
349,573Holding current value
$12.5 Million% of portfolio
10.17%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
466Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$844 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$789 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$612 Million0.23% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$416 Million0.35% of portfolio
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Envestnet Asset Management Inc11.1MShares$399 Million0.13% of portfolio