Root Financial Partners, LLC Capital Group Divid Value ETF Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 7,984 shares of CGDV stock, worth $342,353. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,984
Previous 5,307 50.44%
Holding current value
$342,353
Previous $210 Million 60.12%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$39.59 - $42.21 $105,982 - $112,996
2,677 Added 50.44%
7,984 $336 Million
Q2 2025

Aug 11, 2025
BUY
$31.93 - $39.49 $169,452 - $209,573
5,307 New
5,307 $210 Million

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
420M
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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