Cws Financial Advisors, LLC Capital Group Divid Value ETF Transaction History
Cws Financial Advisors, LLC
- $332 Million
- Q2 2025
A detailed history of Cws Financial Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 25,480 shares of CGDV stock, worth $1.04 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
25,480
Previous 25,038
1.77%
Holding current value
$1.04 Million
Previous $892,000
12.78%
% of portfolio
0.3%
Previous 0.29%
Shares
12 transactions
Others Institutions Holding CGDV
# of Institutions
549Shares Held
351MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.76 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$971 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$711 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$685 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO15.3MShares$628 Million0.45% of portfolio