Ergawealth Advisors, Inc. Capital Group Divid Value ETF Transaction History

Ergawealth Advisors, Inc.

  • $202 Billion
  • Q1 2025

A detailed history of Ergawealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 544,581 shares of CGDV stock, worth $19 Million. This represents 9.62% of its overall portfolio holdings.

Number of Shares
544,581
Previous 512,610 6.24%
Holding current value
$19 Million
Previous $18.1 Billion 7.38%
% of portfolio
9.62%
Previous 8.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$34.95 - $37.36 $1.12 Million - $1.19 Million
31,971 Added 6.24%
544,581 $19.4 Billion
Q4 2024

Feb 05, 2025
BUY
$35.16 - $37.12 $980,471 - $1.04 Million
27,886 Added 5.75%
512,610 $18.1 Billion
Q3 2024

Oct 23, 2024
BUY
$32.96 - $36.48 $525,415 - $581,527
15,941 Added 3.4%
484,724 $17.7 Billion
Q2 2024

Jul 19, 2024
SELL
$31.1 - $33.37 $817,681 - $877,364
-26,292 Reduced 5.31%
468,783 $15.5 Billion
Q1 2024

Apr 29, 2024
SELL
$29.33 - $32.58 $184,485 - $204,928
-6,290 Reduced 1.25%
495,075 $16.1 Billion
Q4 2023

Jan 30, 2024
SELL
$25.56 - $30.04 $637,875 - $749,678
-24,956 Reduced 4.74%
501,365 $15 Billion
Q3 2023

Oct 30, 2023
SELL
$26.43 - $28.23 $606,885 - $648,217
-22,962 Reduced 4.18%
526,321 $13.9 Billion
Q2 2023

Jul 17, 2023
BUY
$24.91 - $27.04 $1.37 Million - $1.49 Million
54,953 Added 11.12%
549,283 $14.9 Billion
Q1 2023

May 02, 2023
BUY
$23.52 - $25.15 $1.84 Million - $1.97 Million
78,294 Added 18.82%
494,330 $12.3 Billion
Q4 2022

Apr 14, 2023
BUY
$20.81 - $24.38 $8.66 Million - $10.1 Million
416,036 New
416,036 $9.81 Billion

Others Institutions Holding CGDV

# of Institutions
517
Shares Held
321M
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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