Wcg Wealth Advisors LLC Capital Group Divid Value ETF Transaction History
Wcg Wealth Advisors LLC
- $1.21 Billion
- Q1 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 19,006 shares of CGDV stock, worth $716,716. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,006
Previous 19,006
-0.0%
Holding current value
$716,716
Previous $677,000
-0.0%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
518Shares Held
323MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.11 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$894 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$654 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$573 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$522 Million0.41% of portfolio