Umb Bank, N.A. Capital Group Divid Value ETF Transaction History

Umb Bank, N.A.

$6.26 Billion
Q2 2025

A detailed history of Umb Bank, N.A. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Umb Bank, N.A. holds 2,151 shares of CGDV stock, worth $90,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,151

Holding current value

$90,126

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$31.93 - $39.49 $68,681 - $84,942	2,151 New	2,151 $84,000

Others Institutions Holding CGDV

# of Institutions

578

Shares Held

373M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

42.9M
Shares

$1.8 Billion
0.6% of portfolio
Capital International Investors Los Angeles, CA

23.7M
Shares

$993 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

19.4M
Shares

$811 Million
0.27% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$701 Million
0.2% of portfolio
Morgan Stanley New York, NY

15.3M
Shares

$643 Million
0.04% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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