New England Capital Financial Advisors LLC Capital Group Divid Value ETF Transaction History
New England Capital Financial Advisors LLC
- $193 Billion
- Q3 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 29,894 shares of CGDV stock, worth $1.09 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
29,894
Previous 17,837
67.6%
Holding current value
$1.09 Million
Previous $589 Million
85.06%
% of portfolio
0.57%
Previous 0.33%
Shares
3 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