Aprio Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Aprio Wealth Management, LLC
- $1.27 Billion
- Q4 2025
A detailed history of Aprio Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 149,488 shares of CGDV stock, worth $6.41 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
149,488Holding current value
$6.41 Million% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
645Shares Held
429MCall 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