Sar Wealth Management Group, LLC Capital Group Divid Value ETF Transaction History
Sar Wealth Management Group, LLC
- $175 Billion
- Q3 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 7,730 shares of CGDV stock, worth $323,887. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,730Holding current value
$323,887% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
579Shares Held
375MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio