U.S. Capital Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 172,253 shares of CGDV stock, worth $5.77 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
172,253
Previous 169,031
1.91%
Holding current value
$5.77 Million
Previous $6.16 Million
1.4%
% of portfolio
0.2%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding CGDV
# of Institutions
480Shares 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