Ridgeline Wealth Planning, LLC Capital Group Divid Value ETF Transaction History

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 260,912 shares of CGDV stock, worth $11.2 Million. This represents 8.24% of its overall portfolio holdings.

Number of Shares
260,912
Previous 256,792 1.6%
Holding current value
$11.2 Million
Previous $10.1 Billion 8.14%
% of portfolio
8.24%
Previous 8.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$39.59 - $42.21 $163,110 - $173,905
4,120 Added 1.6%
260,912 $11 Billion
Q2 2025

Jul 24, 2025
BUY
$31.93 - $39.49 $528,217 - $653,283
16,543 Added 6.89%
256,792 $10.1 Billion
Q1 2025

Apr 30, 2025
BUY
$34.95 - $37.36 $259,049 - $276,912
7,412 Added 3.18%
240,249 $8.56 Billion
Q4 2024

Jan 29, 2025
BUY
$35.16 - $37.12 $8.19 Million - $8.64 Million
232,837 New
232,837 $8.21 Billion

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
420M
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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