Mason Investment Advisory Services, Inc. Capital Group Divid Value ETF Transaction History
Mason Investment Advisory Services, Inc.
- $1.62 Trillion
- Q2 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 73,596 shares of CGDV stock, worth $2.67 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
73,596
Previous 30,870
138.41%
Holding current value
$2.67 Million
Previous $1 Billion
142.07%
% of portfolio
0.15%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
377Shares Held
200MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$809 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$463 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$392 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$351 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$322 Million0.29% of portfolio