Widmann Financial Services, Inc. Capital Group Divid Value ETF Transaction History

Widmann Financial Services, Inc.

  • $157 Million
  • Q3 2025

A detailed history of Widmann Financial Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 33,929 shares of CGDV stock, worth $1.45 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
33,929
Previous 12,423 173.11%
Holding current value
$1.45 Million
Previous $490,000 191.02%
% of portfolio
0.91%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$39.59 - $42.21 $851,422 - $907,768
21,506 Added 173.11%
33,929 $1.43 Million
Q2 2025

Aug 14, 2025
BUY
$31.93 - $39.49 $396,666 - $490,584
12,423 New
12,423 $490,000

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
420M
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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