180 Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

180 Wealth Advisors, LLC

  • $789 Million
  • Q3 2025

A detailed history of 180 Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 7,490 shares of CGDV stock, worth $321,171. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,490
Previous 7,509 0.25%
Holding current value
$321,171
Previous $296,000 6.08%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 16, 2025
SELL
$39.59 - $42.21 $752 - $801
-19 Reduced 0.25%
7,490 $314,000
Q2 2025

Jul 30, 2025
BUY
$31.93 - $39.49 $5,140 - $6,357
161 Added 2.19%
7,509 $296,000
Q1 2025

Apr 08, 2025
BUY
$34.95 - $37.36 $12,966 - $13,860
371 Added 5.32%
7,348 $260,000
Q4 2024

Jan 13, 2025
BUY
$35.16 - $37.12 $5,027 - $5,308
143 Added 2.09%
6,977 $246,000
Q3 2024

Oct 31, 2024
BUY
$32.96 - $36.48 $225,248 - $249,304
6,834 New
6,834 $249,000

Others Institutions Holding CGDV

# of Institutions
620
Shares Held
422M
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 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth 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 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email