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

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

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 54,467 shares of CGDV stock, worth $1.96 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
54,467
Previous 46,099 18.15%
Holding current value
$1.96 Million
Previous $1.52 Million 30.44%
% of portfolio
0.78%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
391
Shares Held
225M
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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