A detailed history of Ergawealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 484,724 shares of CGDV stock, worth $17.4 Million. This represents 8.76% of its overall portfolio holdings.

Number of Shares
484,724
Previous 468,783 3.4%
Holding current value
$17.4 Million
Previous $15.5 Billion 14.18%
% of portfolio
8.76%
Previous 8.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$32.96 - $36.48 $525,415 - $581,527
15,941 Added 3.4%
484,724 $17.7 Billion
Q2 2024

Jul 19, 2024

SELL
$31.1 - $33.37 $817,681 - $877,364
-26,292 Reduced 5.31%
468,783 $15.5 Billion
Q1 2024

Apr 29, 2024

SELL
$29.33 - $32.58 $184,485 - $204,928
-6,290 Reduced 1.25%
495,075 $16.1 Billion
Q4 2023

Jan 30, 2024

SELL
$25.56 - $30.04 $637,875 - $749,678
-24,956 Reduced 4.74%
501,365 $15 Billion
Q3 2023

Oct 30, 2023

SELL
$26.43 - $28.23 $606,885 - $648,217
-22,962 Reduced 4.18%
526,321 $13.9 Billion
Q2 2023

Jul 17, 2023

BUY
$24.91 - $27.04 $1.37 Million - $1.49 Million
54,953 Added 11.12%
549,283 $14.9 Billion
Q1 2023

May 02, 2023

BUY
$23.52 - $25.15 $1.84 Million - $1.97 Million
78,294 Added 18.82%
494,330 $12.3 Billion
Q4 2022

Apr 14, 2023

BUY
$20.81 - $24.38 $8.66 Million - $10.1 Million
416,036 New
416,036 $9.81 Billion

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Ergawealth Advisors, Inc. Portfolio

Follow Ergawealth Advisors, 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 Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.