United Advisor Group, LLC Capital Group Divid Value ETF Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 11,755 shares of CGDV stock, worth $504,054. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,755
Previous 8,976 30.96%
Holding current value
$504,054
Previous $354,000 39.55%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$39.59 - $42.21 $110,020 - $117,301
2,779 Added 30.96%
11,755 $494,000
Q2 2025

Aug 11, 2025
BUY
$31.93 - $39.49 $11,941 - $14,769
374 Added 4.35%
8,976 $354,000
Q1 2025

Apr 21, 2025
BUY
$34.95 - $37.36 $30,651 - $32,764
877 Added 11.35%
8,602 $306,000
Q4 2024

Feb 24, 2025
SELL
$35.16 - $37.12 $64,096 - $67,669
-1,823 Reduced 19.09%
7,725 $272,000
Q3 2024

Oct 30, 2024
BUY
$32.96 - $36.48 $76,533 - $84,706
2,322 Added 32.13%
9,548 $347,000
Q2 2024

Aug 08, 2024
BUY
$31.1 - $33.37 $224,728 - $241,131
7,226 New
7,226 $238,000

Others Institutions Holding CGDV

# of Institutions
618
Shares Held
420M
Call Options Held
0
Put Options Held
8.7K
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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