Twin Peaks Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $309 Billion
- Q2 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 97 shares of CGDV stock, worth $4,106. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97Holding current value
$4,106% of portfolio
0.0%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