Congress Wealth Management LLC Capital Group Divid Value ETF Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,802 shares of CGDV stock, worth $207,363. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,802Holding current value
$207,363% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
465Shares Held
273MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$841 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$786 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$609 Million0.23% of portfolio
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Northwestern Mutual Wealth Management CO11.6MShares$415 Million0.35% of portfolio
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Envestnet Asset Management Inc11.1MShares$398 Million0.13% of portfolio