Private Client Services, LLC Capital Group Divid Value ETF Transaction History

Private Client Services, LLC

  • $186 Billion
  • Q4 2024

A detailed history of Private Client Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Private Client Services, LLC holds 6,555 shares of CGDV stock, worth $237,749. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,555
Previous 5,862 11.82%
Holding current value
$237,749
Previous $214 Million 8.2%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jan 08, 2025
BUY
$35.16 - $37.12 $24,365 - $25,724
693 Added 11.82%
6,555 $231 Million
Q3 2024

Oct 03, 2024
BUY
$32.96 - $36.48 $193,211 - $213,845
5,862 New
5,862 $214 Million

Others Institutions Holding CGDV

# of Institutions
464
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 Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email