Endeavor Private Wealth Inc. Makes New Investment in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Endeavor Private Wealth Inc. acquired a new position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 55,733 shares of the company’s stock, valued at approximately $1,965,000. Capital Group Dividend Value ETF comprises about 1.9% of Endeavor Private Wealth Inc.’s investment portfolio, making the stock its 17th biggest position.

Other large investors have also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Capital Group Dividend Value ETF by 10.5% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 18,389 shares of the company’s stock valued at $607,000 after purchasing an additional 1,747 shares during the last quarter. Sei Investments Co. purchased a new stake in Capital Group Dividend Value ETF during the second quarter valued at about $24,992,000. Marshall Wace LLP acquired a new stake in Capital Group Dividend Value ETF during the second quarter worth about $1,789,000. Clear Point Advisors Inc. raised its holdings in shares of Capital Group Dividend Value ETF by 7.7% in the 2nd quarter. Clear Point Advisors Inc. now owns 39,959 shares of the company’s stock worth $1,319,000 after purchasing an additional 2,859 shares during the period. Finally, Smith Thornton Advisors LLC acquired a new position in shares of Capital Group Dividend Value ETF in the 2nd quarter valued at about $533,000.

Capital Group Dividend Value ETF Stock Performance

Shares of NYSEARCA:CGDV opened at $36.23 on Thursday. The stock has a 50-day simple moving average of $36.02 and a 200-day simple moving average of $35.64. The stock has a market capitalization of $8.26 billion, a P/E ratio of 22.38 and a beta of 0.92. Capital Group Dividend Value ETF has a 1 year low of $29.85 and a 1 year high of $37.17.

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.