Mark Sheptoff Financial Planning, LLC Capital Group Divid Value ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,787 shares of CGDV stock, worth $99,969. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,787
Previous 2,779 0.29%
Holding current value
$99,969
Previous $101,000 2.97%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$35.16 - $37.12 $281 - $296
8 Added 0.29%
2,787 $98,000
Q3 2024

Nov 14, 2024
SELL
$32.96 - $36.48 $35,432 - $39,216
-1,075 Reduced 27.89%
2,779 $101,000
Q2 2024

Aug 12, 2024
BUY
$31.1 - $33.37 $19,561 - $20,989
629 Added 19.5%
3,854 $127,000
Q1 2024

May 10, 2024
BUY
$29.33 - $32.58 $67,371 - $74,836
2,297 Added 247.52%
3,225 $104,000
Q3 2023

Nov 09, 2023
BUY
$26.43 - $28.23 $24,527 - $26,197
928 New
928 $24,000

Others Institutions Holding CGDV

# of Institutions
466
Shares Held
273M
Call Options Held
3K
Put Options Held
400
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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email