Cornerstone Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 20,620 shares of CGDV stock, worth $736,958. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,620
Previous 13,217 56.01%
Holding current value
$736,958
Previous $481,000 51.14%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 17, 2025
BUY
$35.16 - $37.12 $260,289 - $274,799
7,403 Added 56.01%
20,620 $727,000
Q3 2024

Oct 16, 2024
BUY
$32.96 - $36.48 $215,690 - $238,725
6,544 Added 98.07%
13,217 $481,000
Q2 2024

Jul 16, 2024
BUY
$31.1 - $33.37 $207,530 - $222,678
6,673 New
6,673 $220,000

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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