Walkner Condon Financial Advisors LLC Capital Group Divid Value ETF Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 8,300 shares of CGDV stock, worth $300,792. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,300
Previous 6,000 38.33%
Holding current value
$300,792
Previous $218,000 33.94%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 29, 2025
BUY
$35.16 - $37.12 $80,867 - $85,376
2,300 Added 38.33%
8,300 $292,000
Q3 2024

Oct 31, 2024
BUY
$32.96 - $36.48 $197,760 - $218,879
6,000 New
6,000 $218,000

Others Institutions Holding CGDV

# of Institutions
467
Shares Held
273M
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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