Private Client Services, LLC Capital Group Divid Value ETF Transaction History
Private Client Services, LLC
- $186 Billion
- Q4 2024
A detailed history of Private Client Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Private Client Services, LLC holds 6,555 shares of CGDV stock, worth $240,175. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,555
Previous 5,862
11.82%
Holding current value
$240,175
Previous $214 Million
8.2%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
409Shares Held
227MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$853 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$592 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$397 Million22.7% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$387 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$359 Million0.12% of portfolio