Optivise Advisory Services LLC Capital Group Divid Value ETF Transaction History

Optivise Advisory Services LLC

  • $190 Billion
  • Q3 2024

A detailed history of Optivise Advisory Services LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 49,204 shares of CGDV stock, worth $1.75 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
49,204
Holding current value
$1.75 Million
% of portfolio
0.94%

Shares

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

Nov 12, 2024
BUY
$32.96 - $36.48 $1.62 Million - $1.79 Million
49,204 New
49,204 $1.79 Billion
Q2 2024

Nov 14, 2024
BUY
$31.1 - $33.37 $611,612 - $656,254
19,666 Added 39.97%
68,870 $2.27 Billion

Others Institutions Holding CGDV

# of Institutions
391
Shares Held
225M
Call Options Held
0
Put Options Held
6.01K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email