Crown Wealth Group, LLC Capital Group Divid Value ETF Transaction History
Crown Wealth Group, LLC
- $256 Million
- Q2 2025
A detailed history of Crown Wealth Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Crown Wealth Group, LLC holds 5,409 shares of CGDV stock, worth $230,369. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,409Holding current value
$230,369% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
565Shares Held
371MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.83 Billion0.6% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$1.01 Billion0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$824 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$712 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$654 Million0.04% of portfolio