Capital Group Dividend Value ETF (NYSEARCA:CGDV) Shares Acquired by Transform Wealth LLC

Transform Wealth LLC lifted its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 77.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 96,141 shares of the company’s stock after acquiring an additional 41,892 shares during the quarter. Transform Wealth LLC’s holdings in Capital Group Dividend Value ETF were worth $3,390,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. LPL Financial LLC raised its position in Capital Group Dividend Value ETF by 26.8% in the third quarter. LPL Financial LLC now owns 16,169,046 shares of the company’s stock valued at $589,200,000 after purchasing an additional 3,415,106 shares during the period. Advance Capital Management Inc. lifted its stake in Capital Group Dividend Value ETF by 18.5% during the 3rd quarter. Advance Capital Management Inc. now owns 10,786,079 shares of the company’s stock worth $393,045,000 after acquiring an additional 1,686,328 shares in the last quarter. Commonwealth Equity Services LLC boosted its holdings in Capital Group Dividend Value ETF by 18.9% during the 3rd quarter. Commonwealth Equity Services LLC now owns 7,056,545 shares of the company’s stock valued at $257,140,000 after acquiring an additional 1,121,465 shares during the period. Raymond James & Associates grew its position in Capital Group Dividend Value ETF by 19.9% in the 3rd quarter. Raymond James & Associates now owns 6,654,717 shares of the company’s stock valued at $242,498,000 after acquiring an additional 1,104,402 shares in the last quarter. Finally, Summit Investment Advisory Services LLC purchased a new stake in Capital Group Dividend Value ETF during the third quarter worth about $32,260,000.

Capital Group Dividend Value ETF Stock Performance

NYSEARCA CGDV opened at $35.82 on Tuesday. The firm has a market cap of $8.16 billion, a price-to-earnings ratio of 22.38 and a beta of 0.92. The firm has a 50 day simple moving average of $36.03 and a 200-day simple moving average of $35.61. Capital Group Dividend Value ETF has a one year low of $29.34 and a one year high of $37.17.

Capital Group Dividend Value ETF Company Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.