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

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

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 47,039 shares of CGDV stock, worth $2.02 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
47,039
Previous 28,443 65.38%
Holding current value
$2.02 Million
Previous $1.2 Million 68.79%
% of portfolio
0.29%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$41.33 - $43.47 $768,572 - $808,368
18,596 Added 65.38%
47,039 $2.02 Million
Q3 2025

Oct 28, 2025
BUY
$39.59 - $42.21 $635,538 - $677,597
16,053 Added 129.56%
28,443 $1.2 Million
Q2 2025

Aug 06, 2025
BUY
$31.93 - $39.49 $130,593 - $161,514
4,090 Added 49.28%
12,390 $489,000
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
636
Shares Held
425M
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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