Fortis Group Advisors, LLC Capital Group Divid Value ETF Transaction History

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 35,520 shares of CGDV stock, worth $1.31 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
35,520
Previous 29,757 19.37%
Holding current value
$1.31 Million
Previous $1.08 Billion 15.5%
% of portfolio
0.23%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$35.16 - $37.12 $202,627 - $213,922
5,763 Added 19.37%
35,520 $1.25 Billion
Q3 2024

Oct 21, 2024
BUY
$32.96 - $36.48 $980,790 - $1.09 Million
29,757 New
29,757 $1.08 Billion

Others Institutions Holding CGDV

# of Institutions
428
Shares Held
249M
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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