Position history for Aptus Capital Advisors, LLC's holdings in CAPITAL GROUP DIVIDEND VALUE
Aptus Capital Advisors, LLC holds 1.4M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE), worth $59.9M as of 2025-Q4. The position was increased (++4.4% shares). CGDV represents 0.4% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$59.9M
Current Shares
1.4M
Total Value Change
+$24.4M
Total Shares Change
+297,718
Other major holders of CGDV: Kestra Advisory Services, LLC, LPL Financial LLC
Increased |
| 1.4M |
+4.4% |
| $59.9M |
| 0.4% |
| $43.93 |
37 |
| 2025-Q3 | Increased | 1.3M | +9.5% | $55.3M | 0.4% | $41.61 | 39 |
| 2025-Q2 | Decreased | 1.2M | -3.2% | $47.4M | 0.4% | $39.01 | 0 |
| 2025-Q1 | Increased | 1.2M | +6.6% | $44.2M | 0.5% | $34.98 | 37 |
| 2024-Q4 | Increased | 1.2M | +3.9% | $41M | 0.4% | $34.80 | 36 |
| 2024-Q3 | Increased | 1.1M | +4.1% | $40.8M | 0.6% | $35.64 | 43 |
| 2024-Q2 | Decreased | 1.1M | -3.8% | $35.5M | 0.6% | $32.24 | 0 |