Hartmann Taylor Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025

A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 287,483 shares of CGDV stock, worth $12.3 Million. This represents 8.68% of its overall portfolio holdings.

Number of Shares
287,483
Previous 260,771 10.24%
Holding current value
$12.3 Million
Previous $10.3 Billion 17.33%
% of portfolio
8.68%
Previous 8.58%

Shares

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

Oct 20, 2025
BUY
$39.59 - $42.21 $1.06 Million - $1.13 Million
26,712 Added 10.24%
287,483 $12.1 Billion
Q2 2025

Jul 15, 2025
SELL
$31.93 - $39.49 $167,568 - $207,243
-5,248 Reduced 1.97%
260,771 $10.3 Billion
Q1 2025

Apr 24, 2025
BUY
$34.95 - $37.36 $9.3 Million - $9.94 Million
266,019 New
266,019 $9.48 Billion

Others Institutions Holding CGDV

# of Institutions
621
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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