4 Wealth Advisors, Inc. Capital Group Divid Value ETF Transaction History
4 Wealth Advisors, Inc.
- $117 Billion
- Q4 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 4,612 shares of CGDV stock, worth $197,762. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,612Holding current value
$197,762% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
637Shares Held
425MCall 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