Ethos Financial Group, LLC Capital Group Divid Value ETF Transaction History
Ethos Financial Group, LLC
- $1.2 Billion
- Q4 2025
A detailed history of Ethos Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 121,807 shares of CGDV stock, worth $5.22 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
121,807Holding current value
$5.22 Million% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
630Shares Held
424MCall 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
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Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
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Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio