Beta Wealth Group, Inc. Capital Group Divid Value ETF Transaction History
Beta Wealth Group, Inc.
- $199 Million
- Q1 2025
A detailed history of Beta Wealth Group, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 224,686 shares of CGDV stock, worth $9.27 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
224,686Holding current value
$9.27 Million% of portfolio
4.03%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
533Shares Held
329MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.22 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$979 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$716 Million0.24% of portfolio
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Envestnet Asset Management Inc15.2MShares$627 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO13.8MShares$571 Million0.41% of portfolio