Silvia Mccoll Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Silvia Mccoll Wealth Management, LLC
- $150 Billion
- Q4 2025
A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 425,712 shares of CGDV stock, worth $18.3 Million. This represents 12.35% of its overall portfolio holdings.
Number of Shares
425,712
Previous 421,257
1.06%
Holding current value
$18.3 Million
Previous $17.7 Billion
4.93%
% of portfolio
12.35%
Previous 11.98%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
644Shares Held
427MCall 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