Curtis Advisory Group, LLC Capital Group Divid Value ETF Transaction History
Curtis Advisory Group, LLC
- $420 Million
- Q3 2025
A detailed history of Curtis Advisory Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 48,956 shares of CGDV stock, worth $2.1 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
48,956
Previous 48,808
0.3%
Holding current value
$2.1 Million
Previous $1.93 Million
6.75%
% of portfolio
0.49%
Previous 0.51%
Shares
3 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