Kestra Private Wealth Services, LLC Capital Group Divid Value ETF Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 501,329 shares of CGDV stock, worth $21.4 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
501,329
Previous 385,334
30.1%
Holding current value
$21.4 Million
Previous $13.7 Million
44.16%
% of portfolio
0.3%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
589Shares Held
377MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.83 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$1.01 Billion0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$826 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$713 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$655 Million0.04% of portfolio