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 $1.87 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

52,612

Previous 41,417 27.03%

Holding current value

$1.87 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

471

Shares Held

276M

Call Options Held

Put Options Held

400

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