Pur Efi Wealth, LLC Capital Group Divid Value ETF Transaction History

Pur Efi Wealth, LLC

$125 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$35.16 - $37.12 $305,891 - $322,944	8,700 New	8,700 $307 Million

Others Institutions Holding CGDV

# of Institutions

556

Shares Held

360M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

42.9M
Shares

$1.76 Billion
0.6% of portfolio
Capital International Investors Los Angeles, CA

23.7M
Shares

$971 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

19.4M
Shares

$793 Million
0.27% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$685 Million
0.2% of portfolio
Northwestern Mutual Wealth Management CO

15.3M
Shares

$628 Million
0.45% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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