A detailed history of Dechtman Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 1,703,723 shares of CGDV stock, worth $62.9 Million. This represents 12.87% of its overall portfolio holdings.

Number of Shares
1,703,723
Previous 1,745,166 2.37%
Holding current value
$62.9 Million
Previous $57.6 Million 7.8%
% of portfolio
12.87%
Previous 12.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$32.96 - $36.48 $1.37 Million - $1.51 Million
-41,443 Reduced 2.37%
1,703,723 $62.1 Million
Q2 2024

Jul 29, 2024

BUY
$31.1 - $33.37 $33.3 Million - $35.7 Million
1,069,458 Added 158.27%
1,745,166 $57.6 Million
Q1 2024

Apr 23, 2024

BUY
$29.33 - $32.58 $1.23 Million - $1.36 Million
41,808 Added 6.6%
675,708 $22 Million
Q4 2023

Jan 19, 2024

BUY
$25.56 - $30.04 $16.2 Million - $19 Million
633,900 New
633,900 $18.9 Million

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


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

Track Dechtman Wealth Management, LLC Portfolio

Follow Dechtman Wealth Management, 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 Dechtman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dechtman Wealth Management, LLC with notifications on news.