Southland Equity Partners LLC Capital Group Divid Value ETF Transaction History
Southland Equity Partners LLC
- $494 Billion
- Q3 2025
A detailed history of Southland Equity Partners LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Southland Equity Partners LLC holds 26,195 shares of CGDV stock, worth $1.12 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
26,195
Previous 21,231
23.38%
Holding current value
$1.12 Million
Previous $838 Million
31.32%
% of portfolio
0.22%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
617Shares Held
420MCall 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