Accel Wealth Management Capital Group Divid Value ETF Transaction History
Accel Wealth Management
- $328 Million
- Q3 2025
A detailed history of Accel Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Accel Wealth Management holds 121,667 shares of CGDV stock, worth $5.1 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
121,667
Previous 63,633
91.2%
Holding current value
$5.1 Million
Previous $2.51 Million
103.54%
% of portfolio
1.56%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
584Shares Held
376MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio