Milestone Investment Advisors LLC Capital Group Divid Value ETF Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 68,782 shares of CGDV stock, worth $2.49 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
68,782
Previous 64,089 7.32%
Holding current value
$2.49 Million
Previous $2.34 Million 3.85%
% of portfolio
0.67%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$35.16 - $37.12 $165,005 - $174,204
4,693 Added 7.32%
68,782 $2.43 Million
Q3 2024

Oct 30, 2024
BUY
$32.96 - $36.48 $659,892 - $730,366
20,021 Added 45.43%
64,089 $2.34 Million
Q2 2024

Aug 13, 2024
BUY
$31.1 - $33.37 $1.36 Million - $1.46 Million
43,772 Added 14787.84%
44,068 $1.45 Million
Q1 2024

May 14, 2024
BUY
$29.33 - $32.58 $8,681 - $9,643
296 New
296 $9,000

Others Institutions Holding CGDV

# of Institutions
464
Shares Held
273M
Call Options Held
3K
Put Options Held
400
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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