Steel Peak Wealth Management LLC Capital Group Divid Value ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 38,210 shares of CGDV stock, worth $1.38 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
38,210
Previous 38,336 0.33%
Holding current value
$1.38 Million
Previous $1.4 Million 3.51%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 22, 2025
SELL
$35.16 - $37.12 $4,430 - $4,677
-126 Reduced 0.33%
38,210 $1.35 Million
Q3 2024

Oct 25, 2024
BUY
$32.96 - $36.48 $92,222 - $102,071
2,798 Added 7.87%
38,336 $1.4 Million
Q2 2024

Jul 16, 2024
BUY
$31.1 - $33.37 $1.11 Million - $1.19 Million
35,538 New
35,538 $1.17 Million

Others Institutions Holding CGDV

# of Institutions
463
Shares Held
272M
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 Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email