Balboa Wealth Partners Capital Group Divid Value ETF Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

A detailed history of Balboa Wealth Partners transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 8,436 shares of CGDV stock, worth $361,735. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,436
Previous 8,041 4.91%
Holding current value
$361,735
Previous $317,000 11.67%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 06, 2025
BUY
$39.59 - $42.21 $15,638 - $16,672
395 Added 4.91%
8,436 $354,000
Q2 2025

Jul 29, 2025
BUY
$31.93 - $39.49 $256,749 - $317,539
8,041 New
8,041 $317,000
Q2 2024

Aug 13, 2024
BUY
$31.1 - $33.37 $312,181 - $334,968
10,038 New
10,038 $331,000

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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