Creative Capital Management Investments LLC Capital Group Divid Value ETF Transaction History

Creative Capital Management Investments LLC

$221 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$29.33 - $32.58 $15,251 - $16,941	520 New	520 $16,000

Others Institutions Holding CGDV

# of Institutions

424

Shares Held

230M

Call Options Held

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

23.3M
Shares

$855 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$594 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$398 Million
22.7% of portfolio
Northwestern Mutual Wealth Management CO

10.6M
Shares

$388 Million
0.34% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$360 Million
0.12% of portfolio

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About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
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