A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 412,132 shares of CGDV stock, worth $14.9 Million. This represents 9.36% of its overall portfolio holdings.

Number of Shares
412,132
Previous 309,924 32.98%
Holding current value
$14.9 Million
Previous $10.3 Million 44.62%
% of portfolio
9.36%
Previous 10.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$32.96 - $36.48 $3.37 Million - $3.73 Million
102,208 Added 32.98%
412,132 $14.8 Million
Q2 2024

Jul 22, 2024

BUY
$31.1 - $33.37 $153,696 - $164,914
4,942 Added 1.62%
309,924 $10.3 Million
Q1 2024

Apr 23, 2024

BUY
$29.33 - $32.58 $632,208 - $702,261
21,555 Added 7.61%
304,982 $9.8 Million
Q4 2023

Feb 13, 2024

BUY
$25.56 - $30.04 $7.24 Million - $8.51 Million
283,427 New
283,427 $8.46 Million

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


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