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

383

Shares Held

203M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

22.3M
Shares

$823 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$471 Million
0.21% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$398 Million
23.28% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$362 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9.65M
Shares

$357 Million
0.48% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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