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 $1.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
38,210
Previous 38,336 0.33%
Holding current value
$1.4 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
412
Shares Held
228M
Call Options Held
0
Put Options Held
6.01K
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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