Iams Wealth Management, LLC Capital Group Divid Value ETF Put Options Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$24.91 - $27.04 $1.13 Million - $1.22 Million	45,220 New	45,220 $1.21 Billion

Others Institutions Holding CGDV

# of Institutions

391

Shares Held

225M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$842 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$585 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$390 Million
23.28% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$382 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$354 Million
0.12% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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