Wood Tarver Financial Group, LLC Capital Group Divid Value ETF Transaction History
Wood Tarver Financial Group, LLC
- $339 Million
- Q3 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 459,325 shares of CGDV stock, worth $19.7 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
459,325
Previous 447,743
2.59%
Holding current value
$19.7 Million
Previous $17.7 Million
9.19%
% of portfolio
5.7%
Previous 5.32%
Shares
4 transactions
Others Institutions Holding CGDV
# of Institutions
617Shares Held
420MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio