Bison Wealth, LLC Capital Group Divid Value ETF Transaction History

Bison Wealth, LLC

  • $383 Million
  • Q4 2024

A detailed history of Bison Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Bison Wealth, LLC holds 6,272 shares of CGDV stock, worth $223,471. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,272
Previous 7,400 15.24%
Holding current value
$223,471
Previous $269,000 17.84%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$35.16 - $37.12 $39,660 - $41,871
-1,128 Reduced 15.24%
6,272 $221,000
Q3 2024

Nov 05, 2024
BUY
$32.96 - $36.48 $11,074 - $12,257
336 Added 4.76%
7,400 $269,000
Q1 2024

May 10, 2024
BUY
$29.33 - $32.58 $207,187 - $230,145
7,064 New
7,064 $229,000

Others Institutions Holding CGDV

# of Institutions
465
Shares Held
273M
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
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