Northwest Financial Advisors Capital Group Divid Value ETF Transaction History
Northwest Financial Advisors
- $77.8 Billion
- Q3 2025
A detailed history of Northwest Financial Advisors transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 45,192 shares of CGDV stock, worth $1.94 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
45,192
Previous 39,950
13.12%
Holding current value
$1.94 Million
Previous $1.58 Billion
20.4%
% of portfolio
2.44%
Previous 2.2%
Shares
10 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