Concurrent Investment Advisors, LLC Capital Group Divid Value ETF Call Options Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

389

Shares Held

225M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$852 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$591 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$395 Million
23.28% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$387 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$358 Million
0.12% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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