Fin Dec Wealth Services, Inc. Capital Group Divid Value ETF Transaction History
Fin Dec Wealth Services, Inc.
- $95.6 Billion
- Q2 2025
A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 17,533 shares of CGDV stock, worth $734,632. This represents 0.72% of its overall portfolio holdings.
Number of Shares
17,533
Previous 42,799
59.03%
Holding current value
$734,632
Previous $1.53 Billion
54.61%
% of portfolio
0.72%
Previous 1.51%
Shares
11 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
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio