Advance Capital Management, Inc. Capital Group Divid Value ETF Put Options Transaction History

Advance Capital Management, Inc.

$1.64 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CGDV

# of Institutions

561

Shares Held

367M

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
Morgan Stanley New York, NY

15.3M
Shares

$629 Million
0.04% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advance Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advance Capital Management, Inc. with notifications on news.