Synergy Financial Group, LTD Capital Group Divid Value ETF Transaction History
Synergy Financial Group, LTD
- $129 Million
- Q2 2025
A detailed history of Synergy Financial Group, LTD transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 5,290 shares of CGDV stock, worth $223,978. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,290Holding current value
$223,978% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
565Shares Held
371MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.81 Billion0.6% of portfolio
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Capital International Investors Los Angeles, CA23.7MShares$1 Billion0.17% of portfolio
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Raymond James Financial Inc St. Petersburg, FL19.4MShares$819 Million0.27% of portfolio
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Envestnet Asset Management Inc16.7MShares$708 Million0.2% of portfolio
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Morgan Stanley New York, NY15.3MShares$650 Million0.04% of portfolio