Silvia Mccoll Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Silvia Mccoll Wealth Management, LLC
- $148 Billion
- Q3 2025
A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 421,257 shares of CGDV stock, worth $17.9 Million. This represents 11.98% of its overall portfolio holdings.
Number of Shares
421,257
Previous 380,357
10.75%
Holding current value
$17.9 Million
Previous $15 Billion
17.88%
% of portfolio
11.98%
Previous 10.92%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
564Shares Held
372MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.83 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$1.01 Billion0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$824 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$712 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$654 Million0.04% of portfolio