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

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025

A detailed history of Herold Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Herold Advisors, Inc. holds 46,754 shares of CGDV stock, worth $2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
46,754
Previous 58,180 19.64%
Holding current value
$2 Million
Previous $2.3 Million 14.45%
% of portfolio
0.48%
Previous 0.5%

Shares

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

Nov 13, 2025
SELL
$39.59 - $42.21 $452,355 - $482,291
-11,426 Reduced 19.64%
46,754 $1.97 Million
Q2 2025

Aug 14, 2025
BUY
$31.93 - $39.49 $1.86 Million - $2.3 Million
58,180 New
58,180 $2.3 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
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