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 $704,949. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,176Holding current value
$704,949% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
492Shares Held
290MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$768 Million0.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.1MShares$596 Million0.23% of portfolio
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Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio