Vest Gen Advisors, LLC Capital Group Divid Value ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 443,577 shares of CGDV stock, worth $19 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
443,577
Previous 414,150
7.11%
Holding current value
$19 Million
Previous $16.6 Billion
12.09%
% of portfolio
0.62%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
618Shares 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