Marshall & Sterling Wealth Advisors Inc. Capital Group Divid Value ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,473 shares of CGDV stock, worth $148,922. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,473
Previous 2,419 43.57%
Holding current value
$148,922
Previous $95.5 Million 52.8%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Nov 07, 2025
BUY
$39.59 - $42.21 $41,727 - $44,489
1,054 Added 43.57%
3,473 $146 Million
Q2 2025

Aug 12, 2025
BUY
$31.93 - $39.49 $22,159 - $27,406
694 Added 40.23%
2,419 $95.5 Million
Q1 2025

May 15, 2025
BUY
$34.95 - $37.36 $60,288 - $64,446
1,725 New
1,725 $61.5 Million

Others Institutions Holding CGDV

# of Institutions
618
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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