Swisher Financial Concepts, Inc. Capital Group Divid Value ETF Transaction History

Swisher Financial Concepts, Inc.

  • $98.7 Million
  • Q2 2024

A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 309,924 shares of CGDV stock, worth $11.1 Million. This represents 10.4% of its overall portfolio holdings.

Number of Shares
309,924
Previous 304,982 1.62%
Holding current value
$11.1 Million
Previous $9.8 Million 4.79%
% of portfolio
10.4%
Previous 8.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$31.1 - $33.37 $153,696 - $164,914
4,942 Added 1.62%
309,924 $10.3 Million
Q1 2024

Apr 23, 2024
BUY
$29.33 - $32.58 $632,208 - $702,261
21,555 Added 7.61%
304,982 $9.8 Million
Q4 2023

Feb 13, 2024
BUY
$25.56 - $30.04 $7.24 Million - $8.51 Million
283,427 New
283,427 $8.46 Million

Others Institutions Holding CGDV

# of Institutions
381
Shares Held
201M
Call Options Held
0
Put Options Held
6.01K
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 Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, Inc. 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 Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email