Summit Wealth Group LLC / CO Capital Group Divid Value ETF Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$31.93 - $39.49 $934,271 - $1.16 Million	29,260 New	29,260 $1.16 Billion

Others Institutions Holding CGDV

# of Institutions

627

Shares Held

423M

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
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