Berger Financial Group, Inc Capital Group Divid Value ETF Transaction History

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,413 shares of CGDV stock, worth $317,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,413
Previous 7,775 4.66%
Holding current value
$317,869
Previous $307,000 1.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 14, 2025
SELL
$39.59 - $42.21 $14,331 - $15,280
-362 Reduced 4.66%
7,413 $311,000
Q2 2025

Jul 22, 2025
SELL
$31.93 - $39.49 $180,149 - $222,802
-5,642 Reduced 42.05%
7,775 $307,000
Q1 2025

May 12, 2025
BUY
$34.95 - $37.36 $82,691 - $88,393
2,366 Added 21.41%
13,417 $478,000
Q4 2024

Feb 14, 2025
BUY
$35.16 - $37.12 $388,553 - $410,213
11,051 New
11,051 $389,000

Others Institutions Holding CGDV

# of Institutions
620
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
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