Strong Box Wealth, LLC Capital Group Divid Value ETF Transaction History
Strong Box Wealth, LLC
- $250 Million
- Q2 2025
A detailed history of Strong Box Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Strong Box Wealth, LLC holds 58,217 shares of CGDV stock, worth $2.36 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
58,217
Previous 53,530
8.76%
Holding current value
$2.36 Million
Previous $1.91 Million
20.5%
% of portfolio
0.92%
Previous 0.84%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
539Shares Held
332MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.2 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$963 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$705 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$679 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$562 Million0.41% of portfolio