Fny Investment Advisers, LLC Capital Group Divid Value ETF Transaction History

Fny Investment Advisers, LLC

$194 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$32.96 - $36.48 $29,664 - $32,832	900 New	900 $32,000
Q1 2023 Apr 12, 2023	BUY	$23.52 - $25.15 $21,168 - $22,635	900 New	900 $22,000

Others Institutions Holding CGDV

# of Institutions

430

Shares Held

249M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

23.3M
Shares

$859 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$629 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$597 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$400 Million
22.7% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$390 Million
0.34% 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 Fny Investment Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fny Investment Advisers, LLC with notifications on news.