Kpp Advisory Services LLC Capital Group Divid Value ETF Transaction History

Kpp Advisory Services LLC

$401 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$31.93 - $39.49 $8.72 Million - $10.8 Million	273,091 New	273,091 $10.8 Billion
Q1 2025 Apr 23, 2025	BUY	$34.95 - $37.36 $69,410 - $74,196	1,986 Added 0.75%	267,156 $9.52 Billion
Q4 2024 Jan 24, 2025	SELL	$35.16 - $37.12 $4,148 - $4,380	-118 Reduced 0.04%	265,170 $9.35 Billion
Q3 2024 Nov 06, 2024	BUY	$32.96 - $36.48 $3.11 Million - $3.44 Million	94,235 Added 55.09%	265,288 $9.67 Billion
Q2 2024 Aug 27, 2024	BUY	$31.1 - $33.37 $3.45 Million - $3.7 Million	110,946 Added 184.58%	171,053 $5.64 Billion
Q1 2024 May 14, 2024	BUY	$29.33 - $32.58 $1.76 Million - $1.96 Million	60,107 New	60,107 $1.95 Billion
Q3 2023 Nov 14, 2023	BUY	$26.43 - $28.23 $1.02 Million - $1.09 Million	38,446 New	38,446 $1.02 Billion

Others Institutions Holding CGDV

# of Institutions

545

Shares Held

336M

Call Options Held

200

Put Options Held

14.3K

Lpl Financial LLC Fort Mill, SC

29.5M
Shares

$1.19 Billion
0.43% of portfolio
Capital International Investors Los Angeles, CA

23.7M
Shares

$962 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.4M
Shares

$704 Million
0.24% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$678 Million
0.2% of portfolio
Northwestern Mutual Wealth Management CO

13.8M
Shares

$561 Million
0.41% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
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