Tradition Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Tradition Wealth Management, LLC
- $1.04 Billion
- Q1 2025
A detailed history of Tradition Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 27,974 shares of CGDV stock, worth $1.13 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
27,974
Previous 27,091
3.26%
Holding current value
$1.13 Million
Previous $955,000
4.29%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding CGDV
# of Institutions
545Shares Held
336MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.19 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$962 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$704 Million0.24% of portfolio
-
Envestnet Asset Management Inc16.7MShares$678 Million0.2% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$561 Million0.41% of portfolio