Eq Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 1,579 shares of CGDV stock, worth $54,838. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,579

Holding current value

$54,838

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$34.95 - $37.36 $55,186 - $58,991	1,579 New	1,579 $56.3 Million

Others Institutions Holding CGDV

# of Institutions

483

Shares Held

279M

Call Options Held

Put Options Held

400

Capital International Investors Los Angeles, CA

23.5M
Shares

$817 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

22M
Shares

$763 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$592 Million
0.23% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.7M
Shares

$443 Million
27.2% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$403 Million
0.35% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Eq Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History