Melone Private Wealth, LLC Capital Group Divid Value ETF Transaction History
Melone Private Wealth, LLC
- $233 Million
- Q4 2025
A detailed history of Melone Private Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Melone Private Wealth, LLC holds 319,721 shares of CGDV stock, worth $13.7 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
319,721Holding current value
$13.7 Million% of portfolio
5.87%Shares
1 transactions
Others Institutions Holding CGDV
# of Institutions
622Shares Held
422MCall 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
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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
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Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio