Ergawealth Advisors, Inc. Capital Group Divid Value ETF Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q3 2024

A detailed history of Ergawealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 484,724 shares of CGDV stock, worth $17.4 Million. This represents 8.76% of its overall portfolio holdings.

Number of Shares

484,724

Previous 468,783 3.4%

Holding current value

$17.4 Million

Previous $15.5 Billion 14.18%

% of portfolio

8.76%

Previous 8.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$32.96 - $36.48 $525,415 - $581,527	15,941 Added 3.4%	484,724 $17.7 Billion
Q2 2024 Jul 19, 2024	SELL	$31.1 - $33.37 $817,681 - $877,364	-26,292 Reduced 5.31%	468,783 $15.5 Billion
Q1 2024 Apr 29, 2024	SELL	$29.33 - $32.58 $184,485 - $204,928	-6,290 Reduced 1.25%	495,075 $16.1 Billion
Q4 2023 Jan 30, 2024	SELL	$25.56 - $30.04 $637,875 - $749,678	-24,956 Reduced 4.74%	501,365 $15 Billion
Q3 2023 Oct 30, 2023	SELL	$26.43 - $28.23 $606,885 - $648,217	-22,962 Reduced 4.18%	526,321 $13.9 Billion
Q2 2023 Jul 17, 2023	BUY	$24.91 - $27.04 $1.37 Million - $1.49 Million	54,953 Added 11.12%	549,283 $14.9 Billion
Q1 2023 May 02, 2023	BUY	$23.52 - $25.15 $1.84 Million - $1.97 Million	78,294 Added 18.82%	494,330 $12.3 Billion
Q4 2022 Apr 14, 2023	BUY	$20.81 - $24.38 $8.66 Million - $10.1 Million	416,036 New	416,036 $9.81 Billion

Others Institutions Holding CGDV

# of Institutions

378

Shares Held

200M

Call Options Held

Put Options Held

6.01K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Account

Ergawealth Advisors, Inc. Capital Group Divid Value ETF Transaction History