Convergence Financial, LLC Capital Group Divid Value ETF Transaction History

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024

A detailed history of Convergence Financial, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 21,601 shares of CGDV stock, worth $797,292. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,601
Previous 6,946 210.98%
Holding current value
$797,292
Previous $253 Million 200.91%
% of portfolio
0.15%
Previous 0.05%

Shares

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

Feb 04, 2025
BUY
$35.16 - $37.12 $515,269 - $543,993
14,655 Added 210.98%
21,601 $762 Million
Q3 2024

Oct 23, 2024
BUY
$32.96 - $36.48 $228,940 - $253,390
6,946 New
6,946 $253 Million

Others Institutions Holding CGDV

# of Institutions
430
Shares Held
249M
Call Options Held
0
Put Options Held
0
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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