Beacon Financial Group Capital Group Divid Value ETF Transaction History

Beacon Financial Group

  • $869 Million
  • Q1 2025

A detailed history of Beacon Financial Group transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beacon Financial Group holds 7,558 shares of CGDV stock, worth $258,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,558
Previous 7,311 3.38%
Holding current value
$258,030
Previous $257,000 4.28%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$34.95 - $37.36 $8,632 - $9,227
247 Added 3.38%
7,558 $268,000
Q4 2024

Jan 29, 2025
BUY
$35.16 - $37.12 $257,054 - $271,384
7,311 New
7,311 $257,000

Others Institutions Holding CGDV

# of Institutions
478
Shares Held
276M
Call Options Held
3K
Put Options Held
400
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 Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email