Magnolia Capital Advisors LLC Capital Group Divid Value ETF Transaction History

Magnolia Capital Advisors LLC

$194 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$31.1 - $33.37 $1.37 Million - $1.47 Million	44,018 New	44,018 $1.45 Million

Others Institutions Holding CGDV

# of Institutions

389

Shares Held

225M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$847 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$588 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$392 Million
23.28% 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

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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