Atlas Legacy Advisors, LLC Capital Group Divid Value ETF Transaction History

Atlas Legacy Advisors, LLC

  • $454 Billion
  • Q2 2025

A detailed history of Atlas Legacy Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 41,756 shares of CGDV stock, worth $1.69 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
41,756
Previous 54,061 22.76%
Holding current value
$1.69 Million
Previous $1.97 Billion 16.41%
% of portfolio
0.36%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$31.93 - $39.49 $392,898 - $485,924
-12,305 Reduced 22.76%
41,756 $1.65 Billion
Q1 2025

May 07, 2025
SELL
$34.95 - $37.36 $8.13 Million - $8.69 Million
-232,708 Reduced 81.15%
54,061 $1.97 Billion
Q4 2024

Jan 31, 2025
BUY
$35.16 - $37.12 $10.1 Million - $10.6 Million
286,769 New
286,769 $10.1 Billion

Others Institutions Holding CGDV

# of Institutions
549
Shares Held
351M
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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