Atlas Legacy Advisors, LLC Capital Group Divid Value ETF Transaction History

Atlas Legacy Advisors, LLC

  • $394 Billion
  • Q1 2025

A detailed history of Atlas Legacy Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 54,061 shares of CGDV stock, worth $2.21 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
54,061
Previous 286,769 81.15%
Holding current value
$2.21 Million
Previous $10.1 Billion 80.51%
% of portfolio
0.5%
Previous 2.45%

Shares

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

May 07, 2025
SELL
$34.95 - $37.36 $8.13 Million - $8.69 Million
-232,708 Reduced 81.15%
54,061 $1.97 Billion
Q4 2024

Jan 31, 2025
BUY
$35.16 - $37.12 $10.1 Million - $10.6 Million
286,769 New
286,769 $10.1 Billion

Others Institutions Holding CGDV

# of Institutions
534
Shares Held
329M
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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