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 $1.31 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
37,494Holding current value
$1.31 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
485Shares Held
287MCall 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
-
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
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio