Milestone Investment Advisors LLC Capital Group Divid Value ETF Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 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 64,089 shares of CGDV stock, worth $2.31 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
64,089
Previous 44,068 45.43%
Holding current value
$2.31 Million
Previous $1.45 Million 60.59%
% of portfolio
0.67%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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 Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment 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 Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email