Gutierrez Wealth Advisory, LLC Capital Group Divid Value ETF Transaction History

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025

A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 342,952 shares of CGDV stock, worth $13.9 Million. This represents 9.08% of its overall portfolio holdings.

Number of Shares
342,952
Previous 367,579 6.7%
Holding current value
$13.9 Million
Previous $13.1 Billion 3.38%
% of portfolio
9.08%
Previous 10.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$31.93 - $39.49 $786,340 - $972,520
-24,627 Reduced 6.7%
342,952 $13.5 Billion
Q1 2025

Apr 28, 2025
BUY
$34.95 - $37.36 $629,309 - $672,704
18,006 Added 5.15%
367,579 $13.1 Billion
Q4 2024

Feb 11, 2025
BUY
$35.16 - $37.12 $12.3 Million - $13 Million
349,573 New
349,573 $12.3 Billion

Others Institutions Holding CGDV

# of Institutions
545
Shares Held
336M
Call Options Held
200
Put Options Held
14.3K
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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