Heritage Wealth Architects, Inc. Capital Group Divid Value ETF Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 4,790 shares of CGDV stock, worth $200,701. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,790Holding current value
$200,701% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
581Shares Held
376MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio