Summit Investment Advisory Services, LLC Capital Group Divid Value ETF Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
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 921,074 shares of CGDV stock, worth $32.7 Million. This represents 16.75% of its overall portfolio holdings.
Number of Shares
921,074
Previous 885,296
4.04%
Holding current value
$32.7 Million
Previous $32.3 Billion
0.67%
% of portfolio
16.75%
Previous 17.11%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
468Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$835 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$780 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$605 Million0.23% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$412 Million0.35% of portfolio
-
Envestnet Asset Management Inc11.1MShares$395 Million0.13% of portfolio