Envision Financial Planning, LLC Capital Group Divid Value ETF Transaction History

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024

A detailed history of Envision Financial Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 9,588 shares of CGDV stock, worth $344,688. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,588
Previous 9,559 0.3%
Holding current value
$344,688
Previous $311 Million 1.85%
% of portfolio
0.24%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$31.1 - $33.37 $901 - $967
29 Added 0.3%
9,588 $316 Million
Q1 2024

Apr 30, 2024
SELL
$29.33 - $32.58 $27,394 - $30,429
-934 Reduced 8.9%
9,559 $311 Million
Q4 2023

Jan 23, 2024
BUY
$25.56 - $30.04 $268,201 - $315,209
10,493 New
10,493 $313 Million

Others Institutions Holding CGDV

# of Institutions
379
Shares Held
200M
Call Options Held
0
Put Options Held
6.01K
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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