Kmt Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Kmt Wealth Management, LLC
- $169 Billion
- Q2 2025
A detailed history of Kmt Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kmt Wealth Management, LLC holds 6,187 shares of CGDV stock, worth $259,235. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,187
Previous 6,187
-0.0%
Holding current value
$259,235
Previous $221 Million
10.8%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
579Shares Held
375MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio