Creative One Wealth, LLC Capital Group Divid Value ETF Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 16,274 shares of CGDV stock, worth $697,829. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,274
Previous 5,139
216.68%
Holding current value
$697,829
Previous $202,000
238.12%
% of portfolio
0.02%
Previous 0.01%
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