Milestone Investment Advisors LLC Capital Group Divid Value ETF Call Options Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

381

Shares Held

201M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

22.3M
Shares

$803 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$460 Million
0.21% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$389 Million
23.28% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9.65M
Shares

$348 Million
0.48% of portfolio
Northwestern Mutual Wealth Management CO

8.86M
Shares

$320 Million
0.29% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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