Umb Bank, N.A. Capital Group Divid Value ETF Transaction History

Umb Bank, N.A.

$6.61 Billion
Q3 2025

A detailed history of Umb Bank, N.A. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Umb Bank, N.A. holds 2,151 shares of CGDV stock, worth $92,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,151

Previous 2,151 -0.0%

Holding current value

$92,234

Previous $84,000 7.14%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$31.93 - $39.49 $68,681 - $84,942	2,151 New	2,151 $84,000

Others Institutions Holding CGDV

# of Institutions

627

Shares Held

423M

Call Options Held

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

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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