Wealthcare Capital Management LLC Capital Group Divid Value ETF Transaction History

Wealthcare Capital Management LLC

  • $962 Million
  • Q1 2025

A detailed history of Wealthcare Capital Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 17,614 shares of CGDV stock, worth $596,057. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,614
Previous 15,930 10.57%
Holding current value
$596,057
Previous $561,000 11.23%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$34.95 - $37.36 $58,855 - $62,914
1,684 Added 10.57%
17,614 $624,000
Q4 2024

Jan 15, 2025
SELL
$35.16 - $37.12 $6,996 - $7,386
-199 Reduced 1.23%
15,930 $561,000
Q3 2024

Nov 04, 2024
BUY
$32.96 - $36.48 $531,611 - $588,385
16,129 New
16,129 $587,000

Others Institutions Holding CGDV

# of Institutions
483
Shares Held
278M
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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