Purchases and Sales Made in Q4 2024 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 2024. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-94.1K- 15.27% |
$3.31M - $3.49M
|
522K
$19.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124K- 59.45% |
$4.36M - $4.6M
|
84.5K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-302K- 84.09% |
$10.6M - $11.2M
|
57.1K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-384K- 39.51% |
$13.5M - $14.3M
|
588K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-458K- 10.42% |
$16.1M - $17M
|
3.94M
$145M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-631K- 97.23% |
$22.2M - $23.4M
|
18K
$665K
|