Atlas Private Wealth Advisors Capital Group Divid Value ETF Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 2025
A detailed history of Atlas Private Wealth Advisors transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 11,439 shares of CGDV stock, worth $490,504. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,439
Previous 13,192
13.29%
Holding current value
$490,504
Previous $520,000
7.69%
% of portfolio
0.13%
Previous 0.07%
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