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

Srs Capital Advisors, Inc.

  • $8.6 Billion
  • Q3 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 14,675 shares of CGDV stock, worth $629,264. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,675
Previous 9,413 55.9%
Holding current value
$629,264
Previous $371,000 66.04%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$39.59 - $42.21 $208,322 - $222,109
5,262 Added 55.9%
14,675 $616,000
Q2 2025

Aug 12, 2025
BUY
$31.93 - $39.49 $56,228 - $69,541
1,761 Added 23.01%
9,413 $371,000
Q1 2025

May 14, 2025
BUY
$34.95 - $37.36 $117,641 - $125,753
3,366 Added 78.53%
7,652 $272,000
Q4 2024

Feb 05, 2025
BUY
$35.16 - $37.12 $150,695 - $159,096
4,286 New
4,286 $151,000

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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