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

Orca Wealth Management, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Orca Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orca Wealth Management, LLC holds 53,363 shares of CGDV stock, worth $1.94 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
53,363
Previous 53,781 0.78%
Holding current value
$1.94 Million
Previous $1.9 Billion 0.29%
% of portfolio
1.7%
Previous 1.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$34.95 - $37.36 $14,609 - $15,616
-418 Reduced 0.78%
53,363 $1.9 Billion
Q4 2024

Jan 22, 2025
BUY
$35.16 - $37.12 $1.89 Million - $2 Million
53,781 New
53,781 $1.9 Billion

Others Institutions Holding CGDV

# of Institutions
517
Shares Held
320M
Call Options Held
200
Put Options Held
14.3K
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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