Pines Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Pines Wealth Management, LLC
- $216 Billion
- Q1 2025
A detailed history of Pines Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 45,796 shares of CGDV stock, worth $1.6 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
45,796
Previous 43,118
6.21%
Holding current value
$1.6 Million
Previous $1.51 Billion
2.97%
% of portfolio
0.68%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
498Shares Held
301MCall Options Held
3KPut Options Held
400-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.03 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.5MShares$822 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$596 Million0.23% of portfolio
-
Envestnet Asset Management Inc15.2MShares$531 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$445 Million27.2% of portfolio