Kwb Wealth Capital Group Divid Value ETF Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kwb Wealth holds 126,424 shares of CGDV stock, worth $4.62 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
126,424
Previous 25,970
386.81%
Holding current value
$4.62 Million
Previous $915,000
389.84%
% of portfolio
0.57%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
517Shares Held
320MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.08 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$868 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$635 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$556 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$506 Million0.41% of portfolio