Dupree Financial Group, LLC Capital Group Divid Value ETF Transaction History

Dupree Financial Group, LLC

$219 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$31.1 - $33.37 $220,467 - $236,559	7,089 New	7,089 $234 Million

Others Institutions Holding CGDV

# of Institutions

411

Shares Held

227M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$853 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$592 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$397 Million
22.7% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$387 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$359 Million
0.12% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
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