Silvia Mccoll Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Silvia Mccoll Wealth Management, LLC
- $148 Billion
- Q3 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 421,257 shares of CGDV stock, worth $18.1 Million. This represents 11.98% of its overall portfolio holdings.
Number of Shares
421,257
Previous 380,357
10.75%
Holding current value
$18.1 Million
Previous $15 Billion
17.88%
% of portfolio
11.98%
Previous 10.92%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
620Shares 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