A detailed history of Clear Point Advisors Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 39,959 shares of CGDV stock, worth $1.44 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
39,959
Previous 37,100 7.71%
Holding current value
$1.44 Million
Previous $1.21 Billion 9.36%
% of portfolio
1.08%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$31.1 - $33.37 $88,914 - $95,404
2,859 Added 7.71%
39,959 $1.32 Billion
Q1 2024

May 15, 2024

BUY
$29.33 - $32.58 $17,099 - $18,994
583 Added 1.6%
37,100 $1.21 Billion
Q4 2023

May 15, 2024

BUY
$25.56 - $30.04 $933,374 - $1.1 Million
36,517 New
36,517 $1.1 Billion

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


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

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.