Apollon Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Apollon Wealth Management, LLC

  • $5.29 Billion
  • Q3 2025

A detailed history of Apollon Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 381,380 shares of CGDV stock, worth $16.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
381,380
Previous 206,484 84.7%
Holding current value
$16.4 Million
Previous $8.15 Million 96.58%
% of portfolio
0.3%
Previous 0.17%

Shares

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

Oct 16, 2025
BUY
$39.59 - $42.21 $6.92 Million - $7.38 Million
174,896 Added 84.7%
381,380 $16 Million
Q2 2025

Jul 24, 2025
BUY
$31.93 - $39.49 $6.28 Million - $7.76 Million
196,623 Added 1993.95%
206,484 $8.15 Million
Q1 2025

May 01, 2025
BUY
$34.95 - $37.36 $344,641 - $368,406
9,861 New
9,861 $351,000

Others Institutions Holding CGDV

# of Institutions
627
Shares Held
423M
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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