1620 Investment Advisors, Inc. Capital Group Divid Value ETF Transaction History

1620 Investment Advisors, Inc.

$126 Million
Q4 2024

Number of Shares

0

Previous 590 100.0%

Holding current value

$0

Previous $21,000 100.0%

% of portfolio

0.0%

Previous 0.02%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$35.16 - $37.12 $0 - $0	0 New	0 $0
Q3 2024 Oct 25, 2024	BUY	$32.96 - $36.48 $19,446 - $21,523	590 New	590 $21,000

Others Institutions Holding CGDV

# of Institutions

458

Shares Held

272M

Call Options Held

3K

Put Options Held

400

Capital International Investors Los Angeles, CA

23.5M
Shares

$876 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

22M
Shares

$818 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$634 Million
0.23% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$432 Million
0.35% of portfolio
Envestnet Asset Management Inc

11.1M
Shares

$414 Million
0.13% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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