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 $6.11 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
172,253
Previous 169,031
1.91%
Holding current value
$6.11 Million
Previous $6.16 Million
1.4%
% of portfolio
0.2%
Previous 0.23%
Shares
11 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