Sar Wealth Management Group, LLC Capital Group Divid Value ETF Transaction History
Sar Wealth Management Group, LLC
- $175 Billion
- Q3 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 7,730 shares of CGDV stock, worth $331,462. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,730Holding current value
$331,462% of portfolio
0.19%Shares
1 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
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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