Avion Wealth Capital Group Divid Value ETF Transaction History
Avion Wealth
- $466 Million
- Q3 2025
A detailed history of Avion Wealth transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Avion Wealth holds 6,400 shares of CGDV stock, worth $268,160. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,400
Previous 3,333
92.02%
Holding current value
$268,160
Previous $131,000
104.58%
% of portfolio
0.06%
Previous 0.03%
Shares
2 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
-
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