Hb Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,218 shares of CGDV stock, worth $400,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,218
Previous 11,176 0.38%
Holding current value
$400,931
Previous $407,000 2.95%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$35.16 - $37.12 $1,476 - $1,559
42 Added 0.38%
11,218 $395,000
Q3 2024

Oct 15, 2024
BUY
$32.96 - $36.48 $148,748 - $164,634
4,513 Added 67.73%
11,176 $407,000
Q2 2024

Jul 26, 2024
BUY
$31.1 - $33.37 $207,219 - $222,344
6,663 New
6,663 $219,000

Others Institutions Holding CGDV

# of Institutions
465
Shares Held
273M
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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