Gaddis Premier Wealth Advisors LLC Boosts Holdings in Capital Group Dividend Value ETF $CGDV

Gaddis Premier Wealth Advisors LLC raised its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 4.1% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 268,054 shares of the company’s stock after acquiring an additional 10,580 shares during the period. Capital Group Dividend Value ETF comprises about 8.4% of Gaddis Premier Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Gaddis Premier Wealth Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $11,403,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Armstrong Fleming & Moore Inc raised its position in Capital Group Dividend Value ETF by 22.0% in the 4th quarter. Armstrong Fleming & Moore Inc now owns 250,179 shares of the company’s stock valued at $10,918,000 after purchasing an additional 45,077 shares during the last quarter. Kaizen Financial Strategies boosted its stake in Capital Group Dividend Value ETF by 5.0% in the fourth quarter. Kaizen Financial Strategies now owns 304,926 shares of the company’s stock worth $13,307,000 after purchasing an additional 14,641 shares in the last quarter. Richards Merrill & Peterson Inc. grew its holdings in shares of Capital Group Dividend Value ETF by 72.6% during the first quarter. Richards Merrill & Peterson Inc. now owns 59,315 shares of the company’s stock worth $2,523,000 after purchasing an additional 24,945 shares during the last quarter. AA Financial Advisors LLC grew its holdings in shares of Capital Group Dividend Value ETF by 4.5% during the fourth quarter. AA Financial Advisors LLC now owns 755,250 shares of the company’s stock worth $32,959,000 after purchasing an additional 32,219 shares during the last quarter. Finally, Stratos Wealth Partners LTD. increased its stake in shares of Capital Group Dividend Value ETF by 49.3% in the fourth quarter. Stratos Wealth Partners LTD. now owns 245,973 shares of the company’s stock valued at $10,734,000 after buying an additional 81,269 shares in the last quarter.

Capital Group Dividend Value ETF Stock Down 0.1%

Capital Group Dividend Value ETF stock opened at $49.24 on Friday. The stock has a 50-day simple moving average of $48.50 and a 200 day simple moving average of $45.99. Capital Group Dividend Value ETF has a 12-month low of $39.87 and a 12-month high of $49.55. The stock has a market capitalization of $36.69 billion, a price-to-earnings ratio of 26.59 and a beta of 0.88.

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