Milestone Investment Advisors LLC Boosts Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Milestone Investment Advisors LLC grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 7.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,782 shares of the company’s stock after acquiring an additional 4,693 shares during the quarter. Milestone Investment Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $2,425,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in CGDV. National Wealth Management Group LLC lifted its stake in Capital Group Dividend Value ETF by 2.1% in the fourth quarter. National Wealth Management Group LLC now owns 16,354 shares of the company’s stock worth $577,000 after purchasing an additional 329 shares during the last quarter. Professional Financial Advisors LLC boosted its holdings in 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 valued at $1,159,000 after acquiring an additional 383 shares during the period. Blue Trust Inc. grew its position in 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 during the last quarter. Carnegie Lake Advisors LLC increased its stake in Capital Group Dividend Value ETF by 7.3% in the fourth quarter. Carnegie Lake Advisors LLC now owns 6,142 shares of the company’s stock worth $217,000 after purchasing an additional 420 shares during the period. Finally, Peapack Gladstone Financial Corp lifted its position in shares of Capital Group Dividend Value ETF by 0.5% during the third quarter. Peapack Gladstone Financial Corp now owns 80,610 shares of the company’s stock worth $2,937,000 after purchasing an additional 440 shares during the last quarter.

Capital Group Dividend Value ETF Trading Up 0.3 %

NYSEARCA CGDV opened at $35.84 on Thursday. The stock has a market cap of $14.20 billion, a PE ratio of 24.80 and a beta of 0.90. Capital Group Dividend Value ETF has a 12 month low of $31.03 and a 12 month high of $37.38. The company’s 50-day moving average price is $36.52 and its 200-day moving average price is $36.32.

Capital Group Dividend Value ETF Announces Dividend

The business also recently declared a dividend, which was paid on Tuesday, April 1st. Stockholders of record on Monday, March 31st were paid a dividend of $0.1067 per share. The ex-dividend date was Monday, March 31st.

About Capital Group Dividend Value ETF

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.