Wood Tarver Financial Group, LLC Capital Group Divid Value ETF Transaction History
Wood Tarver Financial Group, LLC
- $332 Million
- Q2 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 447,743 shares of CGDV stock, worth $18.8 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
447,743
Previous 436,985
2.46%
Holding current value
$18.8 Million
Previous $15.6 Million
13.53%
% of portfolio
5.32%
Previous 6.03%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
571Shares Held
371MCall 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