Eq Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 40,098 shares of CGDV stock, worth $1.72 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
40,098
Previous 34,886 14.94%
Holding current value
$1.72 Million
Previous $1.38 Billion 22.33%
% of portfolio
1.11%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$39.59 - $42.21 $206,343 - $219,998
5,212 Added 14.94%
40,098 $1.69 Billion
Q2 2025

Jul 28, 2025
BUY
$31.93 - $39.49 $1.06 Million - $1.32 Million
33,307 Added 2109.37%
34,886 $1.38 Billion
Q1 2025

Apr 22, 2025
BUY
$34.95 - $37.36 $55,186 - $58,991
1,579 New
1,579 $56.3 Million

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
Track This Portfolio

Track Eq Wealth Advisors, LLC Portfolio

Follow Eq Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email