Pur Efi Wealth, LLC Capital Group Divid Value ETF Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

A detailed history of Pur Efi Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 8,700 shares of CGDV stock, worth $321,726. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,700

Holding current value

$321,726

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$35.16 - $37.12 $305,891 - $322,944	8,700 New	8,700 $307 Million

Others Institutions Holding CGDV

# of Institutions

463

Shares Held

272M

Call Options Held

Put Options Held

400

Capital International Investors Los Angeles, CA

23.5M
Shares

$870 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

22M
Shares

$813 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

17.1M
Shares

$631 Million
0.23% of portfolio
Northwestern Mutual Wealth Management CO

11.6M
Shares

$429 Million
0.35% of portfolio
Envestnet Asset Management Inc

11.1M
Shares

$412 Million
0.13% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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