Orcam Financial Group Capital Group Divid Value ETF Transaction History
Orcam Financial Group
- $123 Million
- Q3 2025
A detailed history of Orcam Financial Group transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orcam Financial Group holds 5,452 shares of CGDV stock, worth $233,781. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,452
Previous 5,434
0.33%
Holding current value
$233,781
Previous $214,000
7.01%
% of portfolio
0.19%
Previous 0.19%
Shares
2 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
-
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