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

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 21,745 shares of CGDV stock, worth $932,425. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,745
Previous 18,751 15.97%
Holding current value
$932,425
Previous $788 Million 20.41%
% of portfolio
0.33%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$41.33 - $43.47 $123,742 - $130,149
2,994 Added 15.97%
21,745 $949 Million
Q3 2025

Oct 31, 2025
BUY
$39.59 - $42.21 $74,112 - $79,017
1,872 Added 11.09%
18,751 $788 Million
Q2 2025

Sep 25, 2025
BUY
$31.93 - $39.49 $14,017 - $17,336
439 Added 2.67%
16,879 $667 Million
Q1 2025

May 15, 2025
BUY
$34.95 - $37.36 $3,005 - $3,212
86 Added 0.53%
16,440 $586 Million
Q4 2024

Feb 12, 2025
BUY
$35.16 - $37.12 $11,567 - $12,212
329 Added 2.05%
16,354 $577 Million
Q3 2024

Nov 13, 2024
BUY
$32.96 - $36.48 $19,973 - $22,106
606 Added 3.93%
16,025 $584 Million
Q2 2024

Aug 09, 2024
BUY
$31.1 - $33.37 $16,358 - $17,552
526 Added 3.53%
15,419 $509 Million
Q1 2024

May 17, 2024
SELL
$29.33 - $32.58 $201,643 - $223,987
-6,875 Reduced 31.58%
14,893 $484 Million
Q4 2023

Feb 01, 2024
BUY
$25.56 - $30.04 $191,112 - $224,609
7,477 Added 52.32%
21,768 $650 Million
Q3 2023

Nov 13, 2023
SELL
$26.43 - $28.23 $502 - $536
-19 Reduced 0.13%
14,291 $378 Million
Q2 2023

Aug 09, 2023
BUY
$24.91 - $27.04 $356,462 - $386,942
14,310 New
14,310 $395 Million

Others Institutions Holding CGDV

# of Institutions
637
Shares Held
425M
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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