Aa Financial Advisors, LLC Capital Group Divid Value ETF Transaction History

Aa Financial Advisors, LLC

  • $509 Billion
  • Q3 2025

A detailed history of Aa Financial Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 723,031 shares of CGDV stock, worth $31 Million. This represents 5.97% of its overall portfolio holdings.

Number of Shares
723,031
Previous 686,813 5.27%
Holding current value
$31 Million
Previous $27.1 Billion 12.04%
% of portfolio
5.97%
Previous 5.84%

Shares

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

Oct 14, 2025
BUY
$39.59 - $42.21 $1.43 Million - $1.53 Million
36,218 Added 5.27%
723,031 $30.4 Billion
Q2 2025

Jul 11, 2025
BUY
$31.93 - $39.49 $1.94 Million - $2.4 Million
60,800 Added 9.71%
686,813 $27.1 Billion
Q1 2025

Apr 17, 2025
BUY
$34.95 - $37.36 $12.8 Million - $13.7 Million
365,595 Added 140.39%
626,013 $22.3 Billion
Q4 2024

Jan 23, 2025
BUY
$35.16 - $37.12 $621,031 - $655,650
17,663 Added 7.28%
260,418 $9.18 Billion
Q3 2024

Oct 18, 2024
BUY
$32.96 - $36.48 $527,920 - $584,300
16,017 Added 7.06%
242,755 $8.85 Billion
Q2 2024

Jul 16, 2024
BUY
$31.1 - $33.37 $535,355 - $574,431
17,214 Added 8.22%
226,738 $7.48 Billion
Q1 2024

May 03, 2024
BUY
$29.33 - $32.58 $91,861 - $102,040
3,132 Added 1.52%
209,524 $6.81 Billion
Q4 2023

Apr 02, 2024
BUY
$25.56 - $30.04 $5.28 Million - $6.2 Million
206,392 New
206,392 $6.16 Billion

Others Institutions Holding CGDV

# of Institutions
618
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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