Kwb Wealth Capital Group Divid Value ETF Transaction History

Kwb Wealth

$789 Million
Q4 2024

A detailed history of Kwb Wealth transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kwb Wealth holds 25,970 shares of CGDV stock, worth $958,812. This represents 0.12% of its overall portfolio holdings.

Number of Shares

25,970

Holding current value

$958,812

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$35.16 - $37.12 $913,105 - $964,006	25,970 New	25,970 $915,000

Others Institutions Holding CGDV

# of Institutions

422

Shares Held

229M

Call Options Held

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$860 Million
0.17% 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
Envestnet Asset Management Inc

9.8M
Shares

$362 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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