Long View Wealth Management Capital Group Divid Value ETF Transaction History

Long View Wealth Management

  • $313 Billion
  • Q3 2024

A detailed history of Long View Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 129,843 shares of CGDV stock, worth $4.64 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
129,843
Previous 101,646 27.74%
Holding current value
$4.64 Million
Previous $3.35 Billion 41.06%
% of portfolio
1.51%
Previous 1.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$32.96 - $36.48 $929,373 - $1.03 Million
28,197 Added 27.74%
129,843 $4.73 Billion
Q2 2024

Jul 22, 2024
BUY
$31.1 - $33.37 $767,765 - $823,805
24,687 Added 32.08%
101,646 $3.35 Billion
Q1 2024

Apr 16, 2024
BUY
$29.33 - $32.58 $203,843 - $226,431
6,950 Added 9.93%
76,959 $2.5 Billion
Q4 2023

Jan 10, 2024
BUY
$25.56 - $30.04 $1.79 Million - $2.1 Million
70,009 New
70,009 $2.08 Billion

Others Institutions Holding CGDV

# of Institutions
391
Shares Held
225M
Call Options Held
0
Put Options Held
6.01K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email