Advisor Resource Council Capital Group Divid Value ETF Transaction History

Advisor Resource Council

$1.34 Billion
Q1 2025

A detailed history of Advisor Resource Council transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Advisor Resource Council holds 5,815 shares of CGDV stock, worth $193,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,815

Holding current value

$193,930

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$34.95 - $37.36 $203,234 - $217,248	5,815 New	5,815 $207,000

Others Institutions Holding CGDV

# of Institutions

481

Shares Held

278M

Call Options Held

Put Options Held

400

Capital International Investors Los Angeles, CA

23.5M
Shares

$785 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

22M
Shares

$733 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$569 Million
0.23% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.7M
Shares

$425 Million
27.2% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$387 Million
0.35% of portfolio

View Full List

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 Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.

Account

Advisor Resource Council Capital Group Divid Value ETF Transaction History