Divergent Planning, LLC Capital Group Divid Value ETF Transaction History

Divergent Planning, LLC

$371 Million
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$31.93 - $39.49 $1.86 Million - $2.3 Million	58,217 New	58,217 $2.3 Million

Others Institutions Holding CGDV

# of Institutions

622

Shares Held

422M

Call Options Held

0

Put Options Held

8.7K

Lpl Financial LLC Fort Mill, SC

52.6M
Shares

$2.25 Billion
0.69% of portfolio
Morgan Stanley New York, NY

23.2M
Shares

$996 Million
0.06% of portfolio
Capital International Investors Los Angeles, CA

22.5M
Shares

$965 Million
0.16% of portfolio
Raymond James Financial Inc St. Petersburg, FL

22.1M
Shares

$949 Million
0.31% of portfolio
Envestnet Asset Management Inc

17.4M
Shares

$746 Million
0.23% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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