Accel Wealth Management Capital Group Divid Value ETF Transaction History

Accel Wealth Management

$268 Million
Q1 2025

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 52,612 shares of CGDV stock, worth $1.98 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

52,612

Previous 41,417 27.03%

Holding current value

$1.98 Million

Previous $1.46 Million 27.74%

% of portfolio

0.7%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$34.95 - $37.36 $391,265 - $418,245	11,195 Added 27.03%	52,612 $1.87 Million
Q4 2024 Jan 21, 2025	BUY	$35.16 - $37.12 $813,039 - $858,362	23,124 Added 126.41%	41,417 $1.46 Million
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

# of Institutions

518

Shares Held

323M

Call Options Held

200

Put Options Held

14.3K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Accel Wealth Management Capital Group Divid Value ETF Transaction History