Sar Wealth Management Group, LLC Capital Group Divid Value ETF Transaction History

Sar Wealth Management Group, LLC

  • $182 Billion
  • Q4 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 11,268 shares of CGDV stock, worth $483,171. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,268
Previous 7,730 45.77%
Holding current value
$483,171
Previous $325 Million 51.36%
% of portfolio
0.27%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$41.33 - $43.47 $146,225 - $153,796
3,538 Added 45.77%
11,268 $492 Million
Q3 2025

Oct 17, 2025
BUY
$39.59 - $42.21 $306,030 - $326,283
7,730 New
7,730 $325 Million

Others Institutions Holding CGDV

# of Institutions
620
Shares Held
422M
Call Options Held
0
Put Options Held
8.7K
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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