Cjm Wealth Advisers, Ltd. Capital Group Divid Value ETF Transaction History
Cjm Wealth Advisers, Ltd.
- $300 Billion
- Q2 2025
A detailed history of Cjm Wealth Advisers, Ltd. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 86,994 shares of CGDV stock, worth $3.53 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
86,994
Previous 39,488
120.3%
Holding current value
$3.53 Million
Previous $1.41 Billion
144.11%
% of portfolio
1.14%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
545Shares Held
336MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.19 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$962 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$704 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$678 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$561 Million0.41% of portfolio