Financial Perspectives Inc Acquires 656 Shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Financial Perspectives Inc raised its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 7.5% in the fourth quarter, Holdings Channel reports. The firm owned 9,347 shares of the company’s stock after purchasing an additional 656 shares during the period. Financial Perspectives Inc’s holdings in Capital Group Dividend Value ETF were worth $330,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Professional Financial Advisors LLC grew its stake in shares of Capital Group Dividend Value ETF by 1.2% during the 4th quarter. Professional Financial Advisors LLC now owns 32,882 shares of the company’s stock worth $1,159,000 after acquiring an additional 383 shares during the period. Blue Trust Inc. raised its holdings in shares of Capital Group Dividend Value ETF by 33.3% in the 4th quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock valued at $58,000 after acquiring an additional 400 shares in the last quarter. Carnegie Lake Advisors LLC raised its holdings in shares of Capital Group Dividend Value ETF by 7.3% in the 4th quarter. Carnegie Lake Advisors LLC now owns 6,142 shares of the company’s stock valued at $217,000 after acquiring an additional 420 shares in the last quarter. Peapack Gladstone Financial Corp raised its holdings in shares of Capital Group Dividend Value ETF by 0.5% in the 3rd quarter. Peapack Gladstone Financial Corp now owns 80,610 shares of the company’s stock valued at $2,937,000 after acquiring an additional 440 shares in the last quarter. Finally, Stratos Wealth Advisors LLC raised its holdings in shares of Capital Group Dividend Value ETF by 0.8% in the 4th quarter. Stratos Wealth Advisors LLC now owns 54,443 shares of the company’s stock valued at $1,920,000 after acquiring an additional 449 shares in the last quarter.

Capital Group Dividend Value ETF Stock Up 0.0 %

NYSEARCA:CGDV opened at $37.21 on Wednesday. The business’s 50-day moving average price is $36.15 and its two-hundred day moving average price is $36.02. Capital Group Dividend Value ETF has a twelve month low of $30.28 and a twelve month high of $37.38. The stock has a market cap of $8.48 billion, a P/E ratio of 22.38 and a beta of 0.92.

Capital Group Dividend Value ETF 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.