Valeo Financial Advisors, LLC Capital Group Divid Value ETF Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,806 shares of CGDV stock, worth $334,721. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,806Holding current value
$334,721% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
627Shares Held
423MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
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Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
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Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio