Long View Wealth Management Capital Group Divid Value ETF Transaction History

Long View Wealth Management

$328 Billion
Q4 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 141,749 shares of CGDV stock, worth $4.84 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

141,749

Previous 129,843 9.17%

Holding current value

$4.84 Million

Previous $4.73 Billion 5.64%

% of portfolio

1.52%

Previous 1.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$35.16 - $37.12 $418,614 - $441,950	11,906 Added 9.17%	141,749 $5 Billion
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

482

Shares Held

278M

Call Options Held

Put Options Held

400

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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Long View Wealth Management Capital Group Divid Value ETF Transaction History