A detailed history of Accel Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Accel Wealth Management holds 18,293 shares of CGDV stock, worth $665,133. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,293
Previous 13,190 38.69%
Holding current value
$665,133
Previous $435,000 53.1%
% of portfolio
0.25%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$32.96 - $36.48 $168,194 - $186,157
5,103 Added 38.69%
18,293 $666,000
Q2 2024

Jul 12, 2024

BUY
$31.1 - $33.37 $51,688 - $55,460
1,662 Added 14.42%
13,190 $435,000
Q1 2024

Apr 19, 2024

BUY
$29.33 - $32.58 $59,070 - $65,616
2,014 Added 21.17%
11,528 $374,000
Q4 2023

Jan 18, 2024

SELL
$25.56 - $30.04 $1,814 - $2,132
-71 Reduced 0.74%
9,514 $283,000
Q3 2023

Oct 19, 2023

BUY
$26.43 - $28.23 $253,331 - $270,584
9,585 New
9,585 $253,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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