Savvy Advisors, Inc. Capital Group Divid Value ETF Transaction History

Savvy Advisors, Inc.

  • $2.99 Billion
  • Q4 2025

A detailed history of Savvy Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 8,384 shares of CGDV stock, worth $359,505. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,384
Previous 5,363 56.33%
Holding current value
$359,505
Previous $225,000 59.56%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$41.33 - $43.47 $124,857 - $131,322
3,021 Added 56.33%
8,384 $359,000
Q3 2025

Nov 06, 2025
BUY
$39.59 - $42.21 $212,321 - $226,372
5,363 New
5,363 $225,000

Others Institutions Holding CGDV

# of Institutions
636
Shares Held
425M
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 Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. 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 Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email