A detailed history of Northwest Financial Advisors transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 25,810 shares of CGDV stock, worth $944,129. This represents 0.75% of its overall portfolio holdings.

Number of Shares
25,810
Previous 21,753 18.65%
Holding current value
$944,129
Previous $718 Million 31.02%
% of portfolio
0.75%
Previous 0.5%

Shares

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

Nov 13, 2024

BUY
$32.96 - $36.48 $133,718 - $147,999
4,057 Added 18.65%
25,810 $941 Million
Q2 2024

Aug 12, 2024

BUY
$31.1 - $33.37 $111,338 - $119,464
3,580 Added 19.7%
21,753 $718 Million
Q1 2024

May 09, 2024

BUY
$29.33 - $32.58 $312,657 - $347,302
10,660 Added 141.89%
18,173 $591 Million
Q4 2023

Feb 07, 2024

BUY
$25.56 - $30.04 $192,032 - $225,690
7,513 New
7,513 $224 Million

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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