A detailed history of Mason Investment Advisory Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 73,596 shares of CGDV stock, worth $2.67 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
73,596
Previous 30,870 138.41%
Holding current value
$2.67 Million
Previous $1 Billion 142.07%
% of portfolio
0.15%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$31.1 - $33.37 $1.33 Million - $1.43 Million
42,726 Added 138.41%
73,596 $2.43 Billion
Q1 2024

May 13, 2024

BUY
$29.33 - $32.58 $905,417 - $1.01 Million
30,870 New
30,870 $1 Billion

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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