Alpha Cubed Investments, LLC Capital Group Divid Value ETF Transaction History

Alpha Cubed Investments, LLC

$2.09 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	BUY	$26.43 - $28.23 $13,215 - $14,115	500 Added 2.41%	21,244 $562,000
Q2 2023 Jul 20, 2023	BUY	$24.91 - $27.04 $516,733 - $560,917	20,744 New	20,744 $560,000

Others Institutions Holding CGDV

# of Institutions

350

Shares Held

190M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

22.3M
Shares

$797 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$456 Million
0.21% of portfolio
Advance Capital Management, Inc. Southfield, MI

9.1M
Shares

$326 Million
17.45% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9M
Shares

$322 Million
0.43% of portfolio
Northwestern Mutual Wealth Management CO

8.86M
Shares

$317 Million
0.29% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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