Harbor Investment Advisory, LLC Capital Group Divid Value ETF Transaction History
Harbor Investment Advisory, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 17,800 shares of CGDV stock, worth $636,172. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,800
Previous 14,600
21.92%
Holding current value
$636,172
Previous $532,000
17.86%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding CGDV
# of Institutions
465Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$841 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$786 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$609 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$415 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$398 Million0.13% of portfolio