Whipplewood Advisors, LLC Capital Group Divid Value ETF Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 10,770 shares of CGDV stock, worth $461,817. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,770
Previous 10,625 1.36%
Holding current value
$461,817
Previous $420 Million 7.88%
% of portfolio
0.3%
Previous 0.23%

Shares

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

Nov 06, 2025
BUY
$39.59 - $42.21 $5,740 - $6,120
145 Added 1.36%
10,770 $453 Million
Q2 2025

Jul 31, 2025
BUY
$31.93 - $39.49 $59,804 - $73,964
1,873 Added 21.4%
10,625 $420 Million
Q1 2025

Apr 09, 2025
BUY
$34.95 - $37.36 $48,615 - $51,967
1,391 Added 18.9%
8,752 $302 Million
Q4 2024

Feb 04, 2025
BUY
$35.16 - $37.12 $258,812 - $273,240
7,361 New
7,361 $260 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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC 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 Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email