A detailed history of Spire Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Spire Wealth Management holds 81,587 shares of CGDV stock, worth $2.99 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
81,587
Previous 44,872 81.82%
Holding current value
$2.99 Million
Previous $1.64 Million 75.9%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Jan 24, 2025

BUY
$35.16 - $37.12 $1.29 Million - $1.36 Million
36,715 Added 81.82%
81,587 $2.88 Million
Q3 2024

Oct 15, 2024

BUY
$32.96 - $36.48 $115,228 - $127,534
3,496 Added 8.45%
44,872 $1.64 Million
Q2 2024

Jul 31, 2024

BUY
$31.1 - $33.37 $29,824 - $32,001
959 Added 2.37%
41,376 $1.37 Million
Q1 2024

Apr 24, 2024

BUY
$29.33 - $32.58 $58,132 - $64,573
1,982 Added 5.16%
40,417 $1.31 Million
Q4 2023

Feb 06, 2024

BUY
$25.56 - $30.04 $290,847 - $341,825
11,379 Added 42.06%
38,435 $1.15 Million
Q3 2023

Nov 08, 2023

BUY
$26.43 - $28.23 $103,922 - $111,000
3,932 Added 17.0%
27,056 $716,000
Q2 2023

Aug 09, 2023

BUY
$24.91 - $27.04 $5,629 - $6,111
226 Added 0.99%
23,124 $625,000
Q1 2023

May 09, 2023

BUY
$23.52 - $25.15 $424,724 - $454,158
18,058 Added 373.1%
22,898 $571,000
Q4 2022

Feb 03, 2023

BUY
$20.81 - $24.38 $100,720 - $117,999
4,840 New
4,840 $114,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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