Level Four Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Level Four Advisory Services, LLC
- $2.66 Billion
- Q3 2025
A detailed history of Level Four Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 8,624 shares of CGDV stock, worth $369,797. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,624
Previous 7,520
14.68%
Holding current value
$369,797
Previous $296,000
22.3%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
617Shares Held
420MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio