Bridgewealth Advisory Group, LLC Capital Group Divid Value ETF Transaction History
Bridgewealth Advisory Group, LLC
- $394 Billion
- Q2 2025
A detailed history of Bridgewealth Advisory Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 25,464 shares of CGDV stock, worth $1.07 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,464
Previous 22,656
12.39%
Holding current value
$1.07 Million
Previous $807 Million
24.54%
% of portfolio
0.26%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
565Shares Held
371MCall 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$996 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$813 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$703 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$645 Million0.04% of portfolio