Core Wealth Advisors, Inc. Capital Group Divid Value ETF Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 251,125 shares of CGDV stock, worth $10.2 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
251,125Holding current value
$10.2 Million% of portfolio
3.02%Shares
1 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
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$704 Million0.24% of portfolio
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Envestnet Asset Management Inc16.7MShares$678 Million0.2% of portfolio
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Northwestern Mutual Wealth Management CO13.8MShares$561 Million0.41% of portfolio