Curtis Advisory Group, LLC Capital Group Divid Value ETF Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 48,808 shares of CGDV stock, worth $2.07 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
48,808
Previous 47,036
3.77%
Holding current value
$2.07 Million
Previous $1.68 Million
14.98%
% of portfolio
0.51%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
565Shares Held
371MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.81 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$1 Billion0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$819 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$708 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$650 Million0.04% of portfolio