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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 48,797 shares of CGDV stock, worth $1.79 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
48,797
Previous 37,903 28.74%
Holding current value
$1.79 Million
Previous $1.38 Million 24.55%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 22, 2025
BUY
$35.16 - $37.12 $383,033 - $404,385
10,894 Added 28.74%
48,797 $1.72 Million
Q3 2024

Oct 16, 2024
BUY
$32.96 - $36.48 $1.25 Million - $1.38 Million
37,903 New
37,903 $1.38 Million

Others Institutions Holding CGDV

# of Institutions
412
Shares Held
228M
Call Options Held
0
Put Options Held
6.01K
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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