Golden State Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 501 shares of CGDV stock, worth $21,482. This represents 0.0% of its overall portfolio holdings.

Number of Shares
501
Previous 500 0.2%
Holding current value
$21,482
Previous $19.7 Million 6.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$39.59 - $42.21 $39 - $42
1 Added 0.2%
501 $21.1 Million
Q2 2025

Aug 06, 2025
BUY
$31.93 - $39.49 $15,965 - $19,745
500 New
500 $19.7 Million
Q1 2025

Apr 23, 2025
BUY
$34.95 - $37.36 $31,105 - $33,250
890 New
890 $31,000

Others Institutions Holding CGDV

# of Institutions
637
Shares Held
425M
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
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