Summit Investment Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Summit Investment Advisory Services, LLC
- $204 Billion
- Q1 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 931,088 shares of CGDV stock, worth $31.2 Million. This represents 16.27% of its overall portfolio holdings.
Number of Shares
931,088
Previous 921,074
1.09%
Holding current value
$31.2 Million
Previous $32.5 Billion
2.18%
% of portfolio
16.27%
Previous 16.75%
Shares
9 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