Private Ocean, LLC Capital Group Divid Value ETF Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$24.91 - $27.04 $1,021 - $1,108	41 New	41 $1,000

Others Institutions Holding CGDV

# of Institutions

562

Shares Held

367M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

42.9M
Shares

$1.76 Billion
0.6% of portfolio
Capital International Investors Los Angeles, CA

23.7M
Shares

$971 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

19.4M
Shares

$793 Million
0.27% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$685 Million
0.2% of portfolio
Morgan Stanley New York, NY

15.3M
Shares

$629 Million
0.04% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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