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 $438,406. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,740Holding current value
$438,406% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
534Shares Held
329MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.2 Billion0.43% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$968 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL17.4MShares$708 Million0.24% of portfolio
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Envestnet Asset Management Inc15.2MShares$621 Million0.18% of portfolio
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Northwestern Mutual Wealth Management CO13.8MShares$565 Million0.41% of portfolio