Sagespring Wealth Partners, LLC Capital Group Divid Value ETF Transaction History

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 96,982 shares of CGDV stock, worth $4.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
96,982
Previous 95,347 1.71%
Holding current value
$4.16 Million
Previous $3.77 Billion 8.26%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 31, 2025
BUY
$39.59 - $42.21 $64,729 - $69,013
1,635 Added 1.71%
96,982 $4.08 Billion
Q2 2025

Jul 28, 2025
BUY
$31.93 - $39.49 $210,993 - $260,949
6,608 Added 7.45%
95,347 $3.77 Billion
Q1 2025

Apr 17, 2025
BUY
$34.95 - $37.36 $678,659 - $725,456
19,418 Added 28.01%
88,739 $3.16 Billion
Q4 2024

Feb 13, 2025
BUY
$35.16 - $37.12 $2.44 Million - $2.57 Million
69,321 New
69,321 $2.44 Billion

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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, 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 Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email