Acorn Financial Advisory Services Inc Capital Group Divid Value ETF Transaction History

Acorn Financial Advisory Services Inc

  • $461 Million
  • Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 7,352 shares of CGDV stock, worth $277,243. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,352
Previous 5,978 22.98%
Holding current value
$277,243
Previous $210,000 24.76%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$34.95 - $37.36 $48,021 - $51,332
1,374 Added 22.98%
7,352 $262,000
Q4 2024

Feb 14, 2025
BUY
$35.16 - $37.12 $1,863 - $1,967
53 Added 0.89%
5,978 $210,000
Q3 2024

Nov 01, 2024
BUY
$32.96 - $36.48 $195,288 - $216,143
5,925 New
5,925 $215,000

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

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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