New England Private Wealth Advisors LLC Has $22.15 Million Stock Position in Capital Group Dividend Value ETF $CGDV

New England Private Wealth Advisors LLC boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 17.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 507,441 shares of the company’s stock after buying an additional 77,040 shares during the period. Capital Group Dividend Value ETF comprises about 2.6% of New England Private Wealth Advisors LLC’s portfolio, making the stock its 9th biggest holding. New England Private Wealth Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $22,145,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in Capital Group Dividend Value ETF in the 4th quarter valued at $71,000. Wells Fargo & Company MN boosted its stake in Capital Group Dividend Value ETF by 20.1% in the 4th quarter. Wells Fargo & Company MN now owns 16,311,223 shares of the company’s stock valued at $711,822,000 after purchasing an additional 2,729,408 shares during the period. Kane Investment Management Inc. bought a new stake in Capital Group Dividend Value ETF in the 4th quarter valued at $343,000. Wealthspire Advisors LLC boosted its stake in Capital Group Dividend Value ETF by 192.7% in the 4th quarter. Wealthspire Advisors LLC now owns 4,689 shares of the company’s stock valued at $205,000 after purchasing an additional 3,087 shares during the period. Finally, Gerber Kawasaki Wealth & Investment Management boosted its stake in Capital Group Dividend Value ETF by 1.0% in the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 857,820 shares of the company’s stock valued at $37,435,000 after purchasing an additional 8,790 shares during the period.

Capital Group Dividend Value ETF Price Performance

CGDV opened at $48.55 on Friday. The business has a fifty day simple moving average of $46.74 and a 200 day simple moving average of $45.07. The company has a market capitalization of $35.01 billion, a PE ratio of 26.59 and a beta of 0.89. Capital Group Dividend Value ETF has a 1 year low of $38.00 and a 1 year high of $49.10.

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.