Richards, Merrill & Peterson, Inc. Capital Group Divid Value ETF Transaction History
Richards, Merrill & Peterson, Inc.
- $232 Billion
- Q3 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 18,870 shares of CGDV stock, worth $809,145. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,870
Previous 13,330
41.56%
Holding current value
$809,145
Previous $526 Million
50.67%
% of portfolio
0.34%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
618Shares Held
418MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio