Tempus Wealth Planning, LLC Capital Group Divid Value ETF Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 252,193 shares of CGDV stock, worth $10.8 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

252,193

Previous 253,873 0.66%

Holding current value

$10.8 Million

Previous $10 Million 5.73%

% of portfolio

2.75%

Previous 2.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$39.59 - $42.21 $66,511 - $70,912	-1,680 Reduced 0.66%	252,193 $10.6 Million
Q2 2025 Jul 16, 2025	BUY	$31.93 - $39.49 $899,978 - $1.11 Million	28,186 Added 12.49%	253,873 $10 Million
Q1 2025 May 06, 2025	BUY	$34.95 - $37.36 $1.68 Million - $1.8 Million	48,145 Added 27.12%	225,687 $8.04 Million
Q4 2024 Jan 24, 2025	BUY	$35.16 - $37.12 $4.33 Million - $4.57 Million	123,075 Added 225.96%	177,542 $6.26 Million
Q3 2024 Oct 22, 2024	BUY	$32.96 - $36.48 $275,809 - $305,264	8,368 Added 18.15%	54,467 $1.98 Million

Q2 2024 Jul 25, 2024	BUY	$31.1 - $33.37 $763,007 - $818,699	24,534 Added 113.77%	46,099 $1.52 Million
Q1 2024 Apr 19, 2024	BUY	$29.33 - $32.58 $281,538 - $312,735	9,599 Added 80.22%	21,565 $700,000
Q4 2023 Jan 23, 2024	BUY	$25.56 - $30.04 $305,850 - $359,458	11,966 New	11,966 $357,000

Others Institutions Holding CGDV

# of Institutions

617

Shares Held

420M

Call Options Held

Put Options Held

8.7K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Tempus Wealth Planning, LLC Capital Group Divid Value ETF Transaction History