Siligmueller & Norvid Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Siligmueller & Norvid Wealth Advisors LLC

  • $236 Billion
  • Q1 2025

A detailed history of Siligmueller & Norvid Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Siligmueller & Norvid Wealth Advisors LLC holds 268,616 shares of CGDV stock, worth $9 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
268,616
Previous 239,590 12.11%
Holding current value
$9 Million
Previous $8.45 Billion 13.93%
% of portfolio
4.07%
Previous 3.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$34.95 - $37.36 $1.01 Million - $1.08 Million
29,026 Added 12.11%
268,616 $9.63 Billion
Q4 2024

Feb 04, 2025
BUY
$35.16 - $37.12 $8.42 Million - $8.89 Million
239,590 New
239,590 $8.45 Billion

Others Institutions Holding CGDV

# of Institutions
483
Shares Held
278M
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 Siligmueller & Norvid Wealth Advisors LLC Portfolio

Follow Siligmueller & Norvid Wealth Advisors 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 Siligmueller & Norvid Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Siligmueller & Norvid Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email