Investment Advisory Group, LLC Capital Group Divid Value ETF Transaction History

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025

A detailed history of Investment Advisory Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 15,828 shares of CGDV stock, worth $678,704. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,828
Previous 8,869 78.46%
Holding current value
$678,704
Previous $350,000 90.0%
% of portfolio
0.19%
Previous 0.11%

Shares

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

Nov 03, 2025
BUY
$39.59 - $42.21 $275,506 - $293,739
6,959 Added 78.46%
15,828 $665,000
Q2 2025

Jul 25, 2025
BUY
$31.93 - $39.49 $44,254 - $54,733
1,386 Added 18.52%
8,869 $350,000
Q1 2025

Apr 14, 2025
BUY
$34.95 - $37.36 $261,530 - $279,564
7,483 New
7,483 $265,000

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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