Kerntke Otto Mc Glone Wealth Management Group Capital Group Divid Value ETF Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $140 Million
- Q4 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 35,049 shares of CGDV stock, worth $1.5 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
35,049
Previous 34,465
1.69%
Holding current value
$1.5 Million
Previous $1.45 Million
3.73%
% of portfolio
1.07%
Previous 1.11%
Shares
8 transactions
Others Institutions Holding CGDV
# of Institutions
640Shares Held
426MCall 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
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Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio