Iam Advisory, LLC Capital Group Divid Value ETF Transaction History

Iam Advisory, LLC

$392 Million
Q4 2024

A detailed history of Iam Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Iam Advisory, LLC holds 196,545 shares of CGDV stock, worth $7.13 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

196,545

Holding current value

$7.13 Million

% of portfolio

1.77%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$35.16 - $37.12 $6.91 Million - $7.3 Million	196,545 New	196,545 $6.93 Million

Others Institutions Holding CGDV

# of Institutions

411

Shares Held

227M

Call Options Held

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$845 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$587 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$393 Million
22.7% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$384 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$356 Million
0.12% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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