Tradition Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Tradition Wealth Management, LLC
- $1.21 Billion
- Q3 2025
A detailed history of Tradition Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 30,105 shares of CGDV stock, worth $1.29 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
30,105
Previous 28,502
5.62%
Holding current value
$1.29 Million
Previous $1.13 Million
12.44%
% of portfolio
0.1%
Previous 0.1%
Shares
12 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