Kingswood Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 78,551 shares of CGDV stock, worth $3.37 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
78,551Holding current value
$3.37 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
640Shares Held
426MCall 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
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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