Evergreen Wealth Partners LLC Buys Shares of 133,386 Capital Group Dividend Value ETF $CGDV

Evergreen Wealth Partners LLC bought a new stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV) during the 4th quarter, Holdings Channel reports. The firm bought 133,386 shares of the company’s stock, valued at approximately $5,821,000. Capital Group Dividend Value ETF accounts for about 4.9% of Evergreen Wealth Partners LLC’s portfolio, making the stock its 4th largest holding.

Several other hedge funds have also modified their holdings of the business. Cambridge Investment Research Advisors Inc. grew its holdings in Capital Group Dividend Value ETF by 12.3% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 7,054,003 shares of the company’s stock worth $307,837,000 after acquiring an additional 774,057 shares during the period. Burford Brothers Inc. lifted its holdings in Capital Group Dividend Value ETF by 28.7% in the fourth quarter. Burford Brothers Inc. now owns 42,230 shares of the company’s stock valued at $1,843,000 after acquiring an additional 9,410 shares during the period. Stephens Inc. AR lifted its holdings in Capital Group Dividend Value ETF by 40.5% in the fourth quarter. Stephens Inc. AR now owns 184,625 shares of the company’s stock valued at $8,057,000 after acquiring an additional 53,221 shares during the period. Kropog Financial Group LLC lifted its holdings in Capital Group Dividend Value ETF by 2.3% in the fourth quarter. Kropog Financial Group LLC now owns 387,561 shares of the company’s stock valued at $16,913,000 after acquiring an additional 8,662 shares during the period. Finally, Cauble & Harre Wealth Management Inc. acquired a new stake in Capital Group Dividend Value ETF in the fourth quarter valued at $7,465,000.

Capital Group Dividend Value ETF Stock Performance

Capital Group Dividend Value ETF stock opened at $47.82 on Friday. Capital Group Dividend Value ETF has a one year low of $36.10 and a one year high of $48.49. The business has a fifty day moving average of $44.80 and a two-hundred day moving average of $44.31. The company has a market cap of $34.49 billion, a P/E ratio of 26.59 and a beta of 0.89.

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. CGDV was launched on Feb 22, 2022 and is managed by Capital Group.