Hbw Advisory Services LLC Capital Group Divid Value ETF Transaction History
Hbw Advisory Services LLC
- $789 Million
- Q3 2025
A detailed history of Hbw Advisory Services LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hbw Advisory Services LLC holds 52,091 shares of CGDV stock, worth $2.23 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
52,091
Previous 36,137
44.15%
Holding current value
$2.23 Million
Previous $1.43 Million
53.4%
% of portfolio
0.28%
Previous 0.2%
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