Optivise Advisory Services LLC Capital Group Divid Value ETF Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
483Shares Held
278MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$788 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$736 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$571 Million0.23% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$427 Million27.2% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$389 Million0.35% of portfolio