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

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 962,243 shares of CGDV stock, worth $35.4 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

962,243

Previous 926,735 3.83%

Holding current value

$35.4 Million

Previous $33.8 Million 0.47%

% of portfolio

2.87%

Previous 4.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$35.16 - $37.12 $1.25 Million - $1.32 Million	35,508 Added 3.83%	962,243 $33.9 Million
Q3 2024 Nov 14, 2024	BUY	$32.96 - $36.48 $1.05 Million - $1.17 Million	31,974 Added 3.57%	926,735 $33.8 Million
Q2 2024 Aug 14, 2024	BUY	$31.1 - $33.37 $3.38 Million - $3.63 Million	108,725 Added 13.83%	894,761 $29.5 Million
Q1 2024 May 15, 2024	BUY	$29.33 - $32.58 $3.05 Million - $3.39 Million	103,937 Added 15.24%	786,036 $25.5 Million
Q4 2023 Feb 14, 2024	BUY	$25.56 - $30.04 $473,652 - $556,671	18,531 Added 2.79%	682,099 $20.4 Million
Q3 2023 Nov 14, 2023	BUY	$26.43 - $28.23 $17.5 Million - $18.7 Million	663,568 New	663,568 $17.6 Million

Others Institutions Holding CGDV

# of Institutions

460

Shares Held

272M

Call Options Held

Put Options Held

400

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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

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

Account

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