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

Ergawealth Advisors, Inc.

$202 Billion
Q4 2024

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 512,610 shares of CGDV stock, worth $18.9 Million. This represents 8.93% of its overall portfolio holdings.

Number of Shares

512,610

Previous 484,724 5.75%

Holding current value

$18.9 Million

Previous $17.7 Billion 2.33%

% of portfolio

8.93%

Previous 8.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

430

Shares Held

249M

Call Options Held

Put Options Held

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About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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