Merriman Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 22,349 shares of CGDV stock, worth $798,753. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,349
Previous 23,704 5.72%
Holding current value
$798,753
Previous $863,000 8.69%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Feb 13, 2025
SELL
$35.16 - $37.12 $47,641 - $50,297
-1,355 Reduced 5.72%
22,349 $788,000
Q3 2024

Nov 12, 2024
SELL
$32.96 - $36.48 $88,233 - $97,656
-2,677 Reduced 10.15%
23,704 $863,000
Q2 2024

Aug 13, 2024
SELL
$31.1 - $33.37 $16,669 - $17,886
-536 Reduced 1.99%
26,381 $870,000
Q1 2024

May 14, 2024
BUY
$29.33 - $32.58 $789,475 - $876,955
26,917 New
26,917 $874,000

Others Institutions Holding CGDV

# of Institutions
465
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
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