Wealthcare Capital Partners, LLC Capital Group Divid Value ETF Transaction History

Wealthcare Capital Partners, LLC

  • $213 Billion
  • Q4 2025

A detailed history of Wealthcare Capital Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthcare Capital Partners, LLC holds 39,081 shares of CGDV stock, worth $1.68 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
39,081
Previous 33,096 18.08%
Holding current value
$1.68 Million
Previous $1.39 Billion 22.61%
% of portfolio
0.8%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$41.33 - $43.47 $247,360 - $260,167
5,985 Added 18.08%
39,081 $1.71 Billion
Q3 2025

Nov 07, 2025
BUY
$39.59 - $42.21 $350,569 - $373,769
8,855 Added 36.53%
33,096 $1.39 Billion
Q2 2025

Jul 22, 2025
BUY
$31.93 - $39.49 $437,441 - $541,013
13,700 Added 129.97%
24,241 $957 Million
Q1 2025

Apr 14, 2025
BUY
$34.95 - $37.36 $368,407 - $393,811
10,541 New
10,541 $376 Million

Others Institutions Holding CGDV

# of Institutions
627
Shares Held
423M
Call Options Held
0
Put Options Held
8.7K
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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