Kerr Financial Planning Corp Capital Group Divid Value ETF Transaction History
Kerr Financial Planning Corp
- $71 Billion
- Q3 2025
A detailed history of Kerr Financial Planning Corp transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kerr Financial Planning Corp holds 7,516 shares of CGDV stock, worth $322,286. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,516Holding current value
$322,286% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
618Shares Held
418MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
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Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
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Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
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Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio