Lynch & Associates Capital Group Divid Value ETF Transaction History

Lynch & Associates

  • $508 Million
  • Q3 2025

A detailed history of Lynch & Associates transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Lynch & Associates holds 39,015 shares of CGDV stock, worth $1.67 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
39,015
Previous 36,652 6.45%
Holding current value
$1.67 Million
Previous $1.45 Million 13.27%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Oct 07, 2025
BUY
$39.59 - $42.21 $93,551 - $99,742
2,363 Added 6.45%
39,015 $1.64 Million
Q2 2025

Jul 15, 2025
BUY
$31.93 - $39.49 $133,403 - $164,989
4,178 Added 12.87%
36,652 $1.45 Million
Q1 2025

Apr 17, 2025
BUY
$34.95 - $37.36 $598,588 - $639,864
17,127 Added 111.6%
32,474 $1.16 Million
Q4 2024

Jan 10, 2025
BUY
$35.16 - $37.12 $154,141 - $162,734
4,384 Added 39.99%
15,347 $541,000
Q3 2024

Oct 15, 2024
BUY
$32.96 - $36.48 $361,340 - $399,930
10,963 New
10,963 $399,000

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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