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 $1.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
48,797
Previous 37,903 28.74%
Holding current value
$1.74 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
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email