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 $5.22 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
121,667
Previous 63,633
91.2%
Holding current value
$5.22 Million
Previous $2.51 Million
103.54%
% of portfolio
1.56%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding CGDV
# of Institutions
617Shares Held
420MCall 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
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio