Semus Wealth Partners LLC Capital Group Divid Value ETF Transaction History

Semus Wealth Partners LLC

$143 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$25.56 - $30.04 $64,641 - $75,971	2,529 Added 12.7%	22,439 $670 Million
Q3 2023 Oct 31, 2023	BUY	$26.43 - $28.23 $526,221 - $562,059	19,910 New	19,910 $527 Million

Others Institutions Holding CGDV

# of Institutions

383

Shares Held

203M

Call Options Held

0

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

22.3M
Shares

$823 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$471 Million
0.21% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$398 Million
23.28% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$362 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9.65M
Shares

$357 Million
0.48% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
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