Wood Tarver Financial Group, LLC Capital Group Divid Value ETF Transaction History
Wood Tarver Financial Group, LLC
- $258 Million
- Q1 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 436,985 shares of CGDV stock, worth $15.9 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
436,985
Previous 403,822
8.21%
Holding current value
$15.9 Million
Previous $14.2 Million
9.38%
% of portfolio
6.03%
Previous 4.76%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
517Shares Held
320MCall Options Held
200Put Options Held
14.3K-
Lpl Financial LLC Fort Mill, SC29.5MShares$1.07 Billion0.43% of portfolio
-
Capital International Investors Los Angeles, CA23.7MShares$863 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.4MShares$632 Million0.24% of portfolio
-
Envestnet Asset Management Inc15.2MShares$554 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO13.8MShares$503 Million0.41% of portfolio