Goldstone Financial Group, LLC Capital Group Divid Value ETF Transaction History

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025

A detailed history of Goldstone Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 33,490 shares of CGDV stock, worth $1.44 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
33,490
Previous 26,494 26.41%
Holding current value
$1.44 Million
Previous $1.06 Billion 32.23%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Oct 17, 2025
BUY
$39.59 - $42.21 $276,971 - $295,301
6,996 Added 26.41%
33,490 $1.41 Billion
Q2 2025

Jul 08, 2025
BUY
$31.93 - $39.49 $72,928 - $90,195
2,284 Added 9.43%
26,494 $1.06 Billion
Q1 2025

Apr 16, 2025
BUY
$34.95 - $37.36 $62,525 - $66,837
1,789 Added 7.98%
24,210 $863 Million
Q4 2024

Jan 14, 2025
BUY
$35.16 - $37.12 $32,101 - $33,890
913 Added 4.24%
22,421 $791 Million
Q3 2024

Oct 28, 2024
BUY
$32.96 - $36.48 $708,903 - $784,611
21,508 New
21,508 $784 Million
Q2 2024

Jan 15, 2025
BUY
$31.1 - $33.37 $374,972 - $402,342
12,057 Added 53.78%
34,478 $1.14 Billion
Q1 2024

Jan 15, 2025
SELL
$29.33 - $32.58 $112,069 - $124,488
-3,821 Reduced 17.04%
18,604 $605 Million
Q4 2023

Jan 15, 2025
BUY
$25.56 - $30.04 $573,183 - $673,647
22,425 New
22,425 $669 Million
Q3 2023

Jan 15, 2025
SELL
$26.43 - $28.23 $1 Million - $1.07 Million
-37,893 Closed
0 $0
Q2 2023

Jan 15, 2025
BUY
$24.91 - $27.04 $8,195 - $8,896
329 Added 0.88%
37,893 $1.02 Billion
Q1 2023

Jan 15, 2025
BUY
$23.52 - $25.15 $356,163 - $380,846
15,143 Added 67.54%
37,564 $937 Million

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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