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

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 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 42,118 shares of CGDV stock, worth $1.8 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
42,118
Previous 41,756 0.87%
Holding current value
$1.8 Million
Previous $1.65 Billion 7.42%
% of portfolio
0.34%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$39.59 - $42.21 $14,331 - $15,280
362 Added 0.87%
42,118 $1.77 Billion
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
589
Shares Held
377M
Call Options Held
0
Put Options Held
0
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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