National Wealth Management Group, LLC Capital Group Divid Value ETF Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 18,751 shares of CGDV stock, worth $804,042. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,751
Previous 16,879
11.09%
Holding current value
$804,042
Previous $667 Million
18.24%
% of portfolio
0.3%
Previous 0.37%
Shares
10 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