Total Clarity Wealth Management, Inc. Capital Group Divid Value ETF Transaction History
Total Clarity Wealth Management, Inc.
- $354 Million
- Q3 2025
A detailed history of Total Clarity Wealth Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 61,605 shares of CGDV stock, worth $2.64 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
61,605
Previous 63,797
3.44%
Holding current value
$2.64 Million
Previous $2.52 Million
2.78%
% of portfolio
0.73%
Previous 0.77%
Shares
11 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