Gateway Wealth Partners, LLC Capital Group Divid Value ETF Transaction History
Gateway Wealth Partners, LLC
- $741 Billion
- Q3 2025
A detailed history of Gateway Wealth Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 35,938 shares of CGDV stock, worth $1.54 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
35,938
Previous 26,993
33.14%
Holding current value
$1.54 Million
Previous $1.07 Billion
41.7%
% of portfolio
0.2%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding CGDV
# of Institutions
624Shares Held
423MCall 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