Wealth Care Investment Partners, LLC Capital Group Divid Value ETF Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 52,022 shares of CGDV stock, worth $1.91 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
52,022
Previous 51,108 1.79%
Holding current value
$1.91 Million
Previous $1.69 Million 12.4%
% of portfolio
0.86%
Previous 0.82%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$32.96 - $36.48 $30,125 - $33,342
914 Added 1.79%
52,022 $1.9 Million
Q2 2024

Jul 18, 2024
BUY
$31.1 - $33.37 $31,255 - $33,536
1,005 Added 2.01%
51,108 $1.69 Million
Q1 2024

Apr 15, 2024
SELL
$29.33 - $32.58 $5,866 - $6,516
-200 Reduced 0.4%
50,103 $1.63 Million
Q4 2023

Jan 18, 2024
BUY
$25.56 - $30.04 $480,681 - $564,932
18,806 Added 59.71%
50,303 $1.5 Million
Q2 2023

Jul 13, 2023
SELL
$24.91 - $27.04 $697 - $757
-28 Reduced 0.09%
31,497 $851,000
Q1 2023

Apr 10, 2023
BUY
$23.52 - $25.15 $741,468 - $792,853
31,525 New
31,525 $786,000

Others Institutions Holding CGDV

# of Institutions
409
Shares Held
227M
Call Options Held
0
Put Options Held
6.01K
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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