Diversify Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 20,176 shares of CGDV stock, worth $760,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,176Holding current value
$760,836% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
518Shares Held
323MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.11 Billion0.43% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$894 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$654 Million0.24% of portfolio
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Envestnet Asset Management Inc15.2MShares$573 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO13.8MShares$522 Million0.41% of portfolio