Long View Wealth Management Capital Group Divid Value ETF Transaction History
Long View Wealth Management
- $414 Billion
- Q4 2025
A detailed history of Long View Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 238,391 shares of CGDV stock, worth $10.2 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
238,391
Previous 197,913
20.45%
Holding current value
$10.2 Million
Previous $8.32 Billion
27.67%
% of portfolio
2.56%
Previous 2.25%
Shares
9 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