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 $308,843. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,300
Previous 6,000 38.33%
Holding current value
$308,843
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
457
Shares Held
272M
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email