Goldstone Financial Group, LLC Capital Group Divid Value ETF Transaction History

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 24,210 shares of CGDV stock, worth $826,529. This represents 0.13% of its overall portfolio holdings.

Number of Shares
24,210
Previous 22,421 7.98%
Holding current value
$826,529
Previous $791 Million 9.15%
% of portfolio
0.13%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$34.95 - $37.36 $62,525 - $66,837
1,789 Added 7.98%
24,210 $863 Million
Q4 2024

Jan 14, 2025
BUY
$35.16 - $37.12 $32,101 - $33,890
913 Added 4.24%
22,421 $791 Million
Q3 2024

Oct 28, 2024
BUY
$32.96 - $36.48 $708,903 - $784,611
21,508 New
21,508 $784 Million
Q2 2024

Jan 15, 2025
BUY
$31.1 - $33.37 $374,972 - $402,342
12,057 Added 53.78%
34,478 $1.14 Billion
Q1 2024

Jan 15, 2025
SELL
$29.33 - $32.58 $112,069 - $124,488
-3,821 Reduced 17.04%
18,604 $605 Million
Q4 2023

Jan 15, 2025
BUY
$25.56 - $30.04 $573,183 - $673,647
22,425 New
22,425 $669 Million
Q3 2023

Jan 15, 2025
SELL
$26.43 - $28.23 $1 Million - $1.07 Million
-37,893 Closed
0 $0
Q2 2023

Jan 15, 2025
BUY
$24.91 - $27.04 $8,195 - $8,896
329 Added 0.88%
37,893 $1.02 Billion
Q1 2023

Jan 15, 2025
BUY
$23.52 - $25.15 $356,163 - $380,846
15,143 Added 67.54%
37,564 $937 Million

Others Institutions Holding CGDV

# of Institutions
479
Shares Held
277M
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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