High Net Worth Advisory Group LLC Capital Group Divid Value ETF Transaction History
High Net Worth Advisory Group LLC
- $388 Million
- Q3 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 34,029 shares of CGDV stock, worth $1.43 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
34,029Holding current value
$1.43 Million% of portfolio
0.37%Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
587Shares Held
377MCall 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$993 Million0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio