Advyzon Investment Management, LLC Capital Group Divid Value ETF Transaction History

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025

A detailed history of Advyzon Investment Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 31,760 shares of CGDV stock, worth $1.36 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
31,760
Previous 24,921 27.44%
Holding current value
$1.36 Million
Previous $984 Million 35.64%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Nov 10, 2025
BUY
$39.59 - $42.21 $270,756 - $288,674
6,839 Added 27.44%
31,760 $1.33 Billion
Q2 2025

Aug 07, 2025
BUY
$31.93 - $39.49 $795,727 - $984,130
24,921 New
24,921 $984 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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