Fin Dec Wealth Services, Inc. Capital Group Divid Value ETF Transaction History

Fin Dec Wealth Services, Inc.

$144 Billion
Q4 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 374,277 shares of CGDV stock, worth $13.8 Million. This represents 9.16% of its overall portfolio holdings.

Number of Shares

374,277

Previous 412,944 9.36%

Holding current value

$13.8 Million

Previous $15 Billion 12.3%

% of portfolio

9.16%

Previous 8.74%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$35.16 - $37.12 $1.36 Million - $1.44 Million	-38,667 Reduced 9.36%	374,277 $13.2 Billion
Q3 2024 Nov 14, 2024	BUY	$32.96 - $36.48 $363,449 - $402,264	11,027 Added 2.74%	412,944 $15 Billion
Q2 2024 Jul 17, 2024	BUY	$31.1 - $33.37 $3.19 Million - $3.43 Million	102,719 Added 34.33%	401,917 $13.3 Billion
Q1 2024 May 13, 2024	BUY	$29.33 - $32.58 $51,855 - $57,601	1,768 Added 0.59%	299,198 $9.72 Billion
Q4 2023 Feb 07, 2024	BUY	$25.56 - $30.04 $318,452 - $374,268	12,459 Added 4.37%	297,430 $8.88 Billion
Q3 2023 Oct 19, 2023	BUY	$26.43 - $28.23 $62,269 - $66,509	2,356 Added 0.83%	284,971 $7.54 Billion
Q2 2023 Jul 19, 2023	BUY	$24.91 - $27.04 $29,667 - $32,204	1,191 Added 0.42%	282,615 $7.64 Billion
Q1 2023 May 10, 2023	SELL	$23.52 - $25.15 $55,130 - $58,951	-2,344 Reduced 0.83%	281,424 $7.02 Billion
Q4 2022 Jan 25, 2023	BUY	$20.81 - $24.38 $5.91 Million - $6.92 Million	283,768 New	283,768 $6.69 Billion

Others Institutions Holding CGDV

# of Institutions

463

Shares Held

272M

Call Options Held

Put Options Held

400

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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Fin Dec Wealth Services, Inc. Capital Group Divid Value ETF Transaction History