A detailed history of Gateway Wealth Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 14,142 shares of CGDV stock, worth $518,869. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,142
Previous 10,363 36.47%
Holding current value
$518,869
Previous $378 Million 32.05%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Jan 22, 2025

BUY
$35.16 - $37.12 $132,869 - $140,276
3,779 Added 36.47%
14,142 $499 Million
Q3 2024

Oct 24, 2024

BUY
$32.96 - $36.48 $102,868 - $113,854
3,121 Added 43.1%
10,363 $378 Million
Q2 2024

Aug 16, 2024

BUY
$31.1 - $33.37 $225,226 - $241,665
7,242 New
7,242 $239 Million

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.