Beacon Pointe Advisors, LLC Capital Group Divid Value ETF Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 106,231 shares of CGDV stock, worth $4.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
106,231
Previous 37,464 183.55%
Holding current value
$4.56 Million
Previous $1.48 Million 201.83%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Nov 13, 2025
BUY
$39.59 - $42.21 $2.72 Million - $2.9 Million
68,767 Added 183.55%
106,231 $4.46 Million
Q2 2025

Aug 13, 2025
BUY
$31.93 - $39.49 $1.2 Million - $1.48 Million
37,464 New
37,464 $1.48 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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