Strong Box Wealth, LLC Capital Group Divid Value ETF Transaction History
Strong Box Wealth, LLC
- $273 Million
- Q3 2025
A detailed history of Strong Box Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Strong Box Wealth, LLC holds 61,318 shares of CGDV stock, worth $2.63 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
61,318
Previous 58,217
5.33%
Holding current value
$2.63 Million
Previous $2.3 Million
12.14%
% of portfolio
0.94%
Previous 0.92%
Shares
3 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