Fulcrum Equity Management Capital Group Divid Value ETF Transaction History

Fulcrum Equity Management

$82 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 07, 2023	SELL	$24.91 - $27.04 $331,228 - $359,550	-13,297 Reduced 29.2%	32,235 $871,000
Q1 2023 Apr 06, 2023	BUY	$23.52 - $25.15 $1.07 Million - $1.15 Million	45,532 New	45,532 $1.14 Million

Others Institutions Holding CGDV

# of Institutions

307

Shares Held

155M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

22.3M
Shares

$743 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

11M
Shares

$368 Million
0.2% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

8.48M
Shares

$283 Million
0.42% of portfolio
Northwestern Mutual Wealth Management CO

8.23M
Shares

$274 Million
0.28% of portfolio
Envestnet Asset Management Inc

6.96M
Shares

$232 Million
0.09% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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