Whipplewood Advisors LLC Acquires Shares of 7,361 Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Whipplewood Advisors LLC acquired a new stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 7,361 shares of the company’s stock, valued at approximately $260,000.

Other institutional investors also recently bought and sold shares of the company. Venturi Wealth Management LLC acquired a new stake in Capital Group Dividend Value ETF in the fourth quarter valued at approximately $47,000. Blue Trust Inc. lifted its position in shares of Capital Group Dividend Value ETF by 33.3% in the fourth 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. Cassady Schiller Wealth Management LLC purchased a new position in shares of Capital Group Dividend Value ETF in the third quarter valued at approximately $83,000. Oakworth Capital Inc. purchased a new position in shares of Capital Group Dividend Value ETF in the fourth quarter valued at approximately $129,000. Finally, Westside Investment Management Inc. lifted its position in shares of Capital Group Dividend Value ETF by 1,595.7% in the fourth quarter. Westside Investment Management Inc. now owns 3,900 shares of the company’s stock valued at $138,000 after acquiring an additional 3,670 shares in the last quarter.

Capital Group Dividend Value ETF Price Performance

NYSEARCA CGDV opened at $36.54 on Friday. The company has a market cap of $8.33 billion, a PE ratio of 22.38 and a beta of 0.92. The stock’s 50 day simple moving average is $36.29 and its 200-day simple moving average is $36.15. Capital Group Dividend Value ETF has a 1-year low of $30.95 and a 1-year high of $37.38.

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.