Regimen Wealth, LLC Capital Group Divid Value ETF Transaction History
Regimen Wealth, LLC
- $337 Billion
- Q3 2025
A detailed history of Regimen Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 421,758 shares of CGDV stock, worth $18.1 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
421,758
Previous 427,919
1.44%
Holding current value
$18.1 Million
Previous $16.9 Billion
4.85%
% of portfolio
5.26%
Previous 5.25%
Shares
2 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