Goldstone Financial Group, LLC Capital Group Divid Value ETF Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 22,421 shares of CGDV stock, worth $803,120. This represents 0.12% of its overall portfolio holdings.

Number of Shares

22,421

Previous 21,508 4.24%

Holding current value

$803,120

Previous $784 Million 0.87%

% of portfolio

0.12%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$35.16 - $37.12 $32,101 - $33,890	913 Added 4.24%	22,421 $791 Million
Q3 2024 Oct 28, 2024	BUY	$32.96 - $36.48 $708,903 - $784,611	21,508 New	21,508 $784 Million
Q2 2024 Jan 15, 2025	BUY	$31.1 - $33.37 $374,972 - $402,342	12,057 Added 53.78%	34,478 $1.14 Billion
Q1 2024 Jan 15, 2025	SELL	$29.33 - $32.58 $112,069 - $124,488	-3,821 Reduced 17.04%	18,604 $605 Million
Q4 2023 Jan 15, 2025	BUY	$25.56 - $30.04 $573,183 - $673,647	22,425 New	22,425 $669 Million
Q3 2023 Jan 15, 2025	SELL	$26.43 - $28.23 $1 Million - $1.07 Million	-37,893 Closed	0 $0
Q2 2023 Jan 15, 2025	BUY	$24.91 - $27.04 $8,195 - $8,896	329 Added 0.88%	37,893 $1.02 Billion
Q1 2023 Jan 15, 2025	BUY	$23.52 - $25.15 $356,163 - $380,846	15,143 Added 67.54%	37,564 $937 Million

Others Institutions Holding CGDV

# of Institutions

409

Shares Held

227M

Call Options Held

Put Options Held

6.01K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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Goldstone Financial Group, LLC Capital Group Divid Value ETF Transaction History