Kwb Wealth Capital Group Divid Value ETF Transaction History

Kwb Wealth

  • $882 Million
  • Q3 2025

A detailed history of Kwb Wealth transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kwb Wealth holds 302,429 shares of CGDV stock, worth $13 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
302,429
Previous 200,054 51.17%
Holding current value
$13 Million
Previous $7.9 Million 60.9%
% of portfolio
1.44%
Previous 0.93%

Shares

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

Oct 07, 2025
BUY
$39.59 - $42.21 $4.05 Million - $4.32 Million
102,375 Added 51.17%
302,429 $12.7 Million
Q2 2025

Jul 16, 2025
BUY
$31.93 - $39.49 $2.35 Million - $2.91 Million
73,630 Added 58.24%
200,054 $7.9 Million
Q1 2025

Apr 10, 2025
BUY
$34.95 - $37.36 $3.51 Million - $3.75 Million
100,454 Added 386.81%
126,424 $4.48 Million
Q4 2024

Jan 13, 2025
BUY
$35.16 - $37.12 $913,105 - $964,006
25,970 New
25,970 $915,000

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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