Genesis Private Wealth, LLC Capital Group Divid Value ETF Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 2025
A detailed history of Genesis Private Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 10,740 shares of CGDV stock, worth $451,402. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,740Holding current value
$451,402% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
565Shares 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$996 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$813 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$703 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$645 Million0.04% of portfolio