Weatherly Asset Management L. P. Capital Group Divid Value ETF Transaction History
Weatherly Asset Management L. P.
- $1.2 Billion
- Q3 2025
A detailed history of Weatherly Asset Management L. P. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 7,274 shares of CGDV stock, worth $304,780. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,274
Previous 7,274
-0.0%
Holding current value
$304,780
Previous $287,000
6.27%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
579Shares Held
375MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.9MShares$1.8 Billion0.6% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$993 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL19.4MShares$811 Million0.27% of portfolio
-
Envestnet Asset Management Inc16.7MShares$701 Million0.2% of portfolio
-
Morgan Stanley New York, NY15.3MShares$643 Million0.04% of portfolio