Richards, Merrill & Peterson, Inc. Capital Group Divid Value ETF Transaction History
Richards, Merrill & Peterson, Inc.
- $210 Billion
- Q2 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 13,330 shares of CGDV stock, worth $540,531. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,330
Previous 8,000
66.63%
Holding current value
$540,531
Previous $285 Million
84.62%
% of portfolio
0.25%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
541Shares Held
334MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.19 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$962 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$704 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$678 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$561 Million0.41% of portfolio