Avion Wealth Capital Group Divid Value ETF Transaction History

Avion Wealth

  • $466 Million
  • Q3 2025

A detailed history of Avion Wealth transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Avion Wealth holds 6,400 shares of CGDV stock, worth $274,432. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,400
Previous 3,333 92.02%
Holding current value
$274,432
Previous $131,000 104.58%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Oct 24, 2025
BUY
$39.59 - $42.21 $121,422 - $129,458
3,067 Added 92.02%
6,400 $268,000
Q2 2025

Jul 30, 2025
BUY
$31.93 - $39.49 $106,422 - $131,620
3,333 New
3,333 $131,000

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
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email