Summit Wealth Group LLC / CO Capital Group Divid Value ETF Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 29,260 shares of CGDV stock, worth $1.23 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
29,260
Holding current value
$1.23 Million
% of portfolio
0.29%

Shares

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

Aug 13, 2025
BUY
$31.93 - $39.49 $934,271 - $1.16 Million
29,260 New
29,260 $1.16 Billion

Others Institutions Holding CGDV

# of Institutions
584
Shares Held
376M
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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