High Net Worth Advisory Group LLC Capital Group Divid Value ETF Transaction History

High Net Worth Advisory Group LLC

$345 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$20.81 - $24.38 $104 - $121	5 Added 1.0%	505 $11,000
Q2 2022 Aug 10, 2022	BUY	$21.83 - $26.05 $10,915 - $13,025	500 New	500 $11,000

Others Institutions Holding CGDV

# of Institutions

467

Shares Held

273M

Call Options Held

3K

Put Options Held

400

Capital International Investors Los Angeles, CA

23.5M
Shares

$847 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

22M
Shares

$791 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$614 Million
0.23% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$418 Million
0.35% of portfolio
Envestnet Asset Management Inc

11.1M
Shares

$401 Million
0.13% of portfolio

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
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