Congress Wealth Management LLC Capital Group Divid Value ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 439,158 shares of CGDV stock, worth $18.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
439,158
Previous 378,240 16.11%
Holding current value
$18.8 Million
Previous $13.5 Million 28.65%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$31.93 - $39.49 $1.95 Million - $2.41 Million
60,918 Added 16.11%
439,158 $17.3 Million
Q1 2025

May 14, 2025
BUY
$34.95 - $37.36 $13 Million - $13.9 Million
372,438 Added 6419.13%
378,240 $13.5 Million
Q4 2024

Feb 11, 2025
BUY
$35.16 - $37.12 $203,998 - $215,370
5,802 New
5,802 $204,000

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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