Cypress Capital Advisors, LLC Capital Group Divid Value ETF Transaction History

Cypress Capital Advisors, LLC

  • $176 Billion
  • Q3 2025

A detailed history of Cypress Capital Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cypress Capital Advisors, LLC holds 40,870 shares of CGDV stock, worth $1.75 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
40,870
Previous 44,982 9.14%
Holding current value
$1.75 Million
Previous $1.78 Billion 3.3%
% of portfolio
0.98%
Previous 1.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$39.59 - $42.21 $162,794 - $173,567
-4,112 Reduced 9.14%
40,870 $1.72 Billion
Q2 2025

Aug 27, 2025
SELL
$31.93 - $39.49 $53,099 - $65,671
-1,663 Reduced 3.57%
44,982 $1.78 Billion
Q1 2025

Aug 27, 2025
SELL
$34.95 - $37.36 $1.17 Million - $1.25 Million
-33,461 Reduced 41.77%
46,645 $1.66 Billion
Q4 2024

Aug 27, 2025
BUY
$35.16 - $37.12 $2.82 Million - $2.97 Million
80,106 New
80,106 $2.82 Billion

Others Institutions Holding CGDV

# of Institutions
627
Shares Held
423M
Call Options Held
0
Put Options Held
8.7K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Cypress Capital Advisors, LLC Portfolio

Follow Cypress Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email