Modern Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 485,400 shares of CGDV stock, worth $17 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
485,400
Previous 83,092 484.17%
Holding current value
$17 Million
Previous $3.03 Billion 495.23%
% of portfolio
0.63%
Previous 0.18%

Shares

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

Feb 11, 2025
BUY
$35.16 - $37.12 $14.1 Million - $14.9 Million
402,308 Added 484.17%
485,400 $18 Billion
Q3 2024

Nov 05, 2024
BUY
$32.96 - $36.48 $131,543 - $145,591
3,991 Added 5.05%
83,092 $3.03 Billion
Q2 2024

Aug 07, 2024
BUY
$31.1 - $33.37 $41,487 - $44,515
1,334 Added 1.72%
79,101 $2.61 Billion
Q1 2024

May 13, 2024
BUY
$29.33 - $32.58 $2.28 Million - $2.53 Million
77,767 New
77,767 $2.56 Billion

Others Institutions Holding CGDV

# of Institutions
492
Shares Held
290M
Call Options Held
3K
Put Options Held
400
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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