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

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

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 7,725 shares of CGDV stock, worth $263,731. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,725
Previous 9,548 19.09%
Holding current value
$263,731
Previous $347,000 21.61%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
479
Shares Held
277M
Call Options Held
3K
Put Options Held
400
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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