A detailed history of Tyler Stone Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 19,265 shares of CGDV stock, worth $695,659. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,265
Previous 14,780 30.35%
Holding current value
$695,659
Previous $538,000 26.21%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Feb 11, 2025

BUY
$35.16 - $37.12 $157,692 - $166,483
4,485 Added 30.35%
19,265 $679,000
Q3 2024

Nov 04, 2024

BUY
$32.96 - $36.48 $467,372 - $517,286
14,180 Added 2363.33%
14,780 $538,000
Q2 2024

Aug 14, 2024

BUY
$31.1 - $33.37 $18,660 - $20,022
600 New
600 $19,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


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