Private Client Services, LLC Capital Group Divid Value ETF Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Private Client Services, LLC holds 6,555 shares of CGDV stock, worth $250,728. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,555
Previous 6,555
-0.0%
Holding current value
$250,728
Previous $231 Million
1.08%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
518Shares Held
323MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.13 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$907 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$664 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$582 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$529 Million0.41% of portfolio