Fullcircle Wealth LLC Capital Group Divid Value ETF Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 37,494 shares of CGDV stock, worth $1.43 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
37,494Holding current value
$1.43 Million% of portfolio
0.59%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$1.13 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$907 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$664 Million0.24% of portfolio
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Envestnet Asset Management Inc15.2MShares$582 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO13.8MShares$529 Million0.41% of portfolio