Oak Hill Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History
Oak Hill Wealth Advisors, LLC
- $534 Billion
- Q3 2025
A detailed history of Oak Hill Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 59,999 shares of CGDV stock, worth $2.57 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
59,999
Previous 39,868
50.49%
Holding current value
$2.57 Million
Previous $1.6 Billion
57.82%
% of portfolio
0.47%
Previous 0.33%
Shares
4 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