Concord Wealth Partners Capital Group Divid Value ETF Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Concord Wealth Partners holds 398 shares of CGDV stock, worth $17,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
398Holding current value
$17,066% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
612Shares Held
402MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
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Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
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Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
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Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio