Evanson Asset Management, LLC Capital Group Divid Value ETF Transaction History
Evanson Asset Management, LLC
- $1.57 Billion
- Q3 2025
A detailed history of Evanson Asset Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Evanson Asset Management, LLC holds 5,839 shares of CGDV stock, worth $244,654. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,839Holding current value
$244,654% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
572Shares Held
371MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio