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Get Institutions for : 
Capital Group Dividend Value Etf (CGDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    22
Total shares held : 
132,341,018  
% of shares held : 
14.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  150  
Amount of shares held : 
25,237,133  
% of shares held change : 
  2.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 1,611,681
 1.22%
 
Increased Positions :
159
 25,770,332
 19.47%
 
Unchanged Positions :
30
 973,389
 0.74%
 
Decreased Positions :
31
-1,720,096
-1.3%
 
Closed Positions :
9
-424,784
-0.32%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FIRST HEARTLAND CONSULTANTS INC 155 - 2023-12-31 28,891 $862,000 0
   ORBA Wealth Advisors L.L.C. 45 - 2024-03-31 21,650 $704,000 0
   BANQUE PICTET & CIE SA 246 - 2023-12-31 21,469 $641,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 20,795 $621,000 0
   HUNTER ASSOCIATES INC. 170 - 2024-03-31 17,100 $556,000 0
   STONNINGTON GROUP LLC 152 - 2023-03-31 19,520 $493,000 0
   BAKER TILLY FINANCIAL LLC 282 - 2023-12-31 16,405 $490,000 0
   McIlrath & Eck LLC 84 - 2023-12-31 11,776 $351,000 0
   Lion Street Advisors LLC 192 - 2024-03-31 9,191 $274,000 0
   Gimbal Financial 37 - 2024-03-31 8,217 $267,000 0
   WEALTHSOURCE PARTNERS LLC 437 - 2023-12-31 8,710 $260,000 0
   Strategic Family Wealth Counselors L.L.C. 100 - 2023-12-31 8,316 $248,000 0
   Brown Miller Wealth Management LLC 118 - 2024-03-31 6,955 $226,000 0
   FinTrust Capital Advisors LLC 382 - 2024-03-31 3,000 $98,000 0
   GPS Wealth Strategies Group LLC 445 - 2024-03-31 2,140 $70,000 0
   Ronald Blue Trust Inc. 1001 - 2024-03-31 1,200 $39,000 0
   Transcendent Capital Group LLC 182 - 2024-03-31 1,113 $33,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 200 - 2023-12-31 928 $28,000 0
   Archer Investment Corp 484 - 2023-12-31 771 $23,000 0
   JDM Financial Group LLC 120 - 2023-12-31 424 $13,000 0
   GRADIENT INVESTMENTS LLC 1857 *New 2024-03-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
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