Root Financial Partners, LLC Capital Group Divid Value ETF Transaction History
Root Financial Partners, LLC
- $1.03 Trillion
- Q2 2025
A detailed history of Root Financial Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,307 shares of CGDV stock, worth $226,025. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,307Holding current value
$226,025% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
566Shares Held
370MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.83 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$1.01 Billion0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$824 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$712 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$654 Million0.04% of portfolio