Beam Wealth Advisors, Inc. Capital Group Divid Value ETF Transaction History

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 13,870 shares of CGDV stock, worth $587,255. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,870
Previous 16,722 17.06%
Holding current value
$587,255
Previous $595,000 8.07%
% of portfolio
0.17%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$31.93 - $39.49 $91,064 - $112,625
-2,852 Reduced 17.06%
13,870 $547,000
Q1 2025

May 09, 2025
SELL
$34.95 - $37.36 $5,906 - $6,313
-169 Reduced 1.0%
16,722 $595,000
Q4 2024

Feb 06, 2025
BUY
$35.16 - $37.12 $51,860 - $54,751
1,475 Added 9.57%
16,891 $595,000
Q3 2024

Nov 04, 2024
BUY
$32.96 - $36.48 $97,792 - $108,236
2,967 Added 23.83%
15,416 $561,000
Q2 2024

Aug 07, 2024
BUY
$31.1 - $33.37 $387,163 - $415,423
12,449 New
12,449 $410,000

Others Institutions Holding CGDV

# of Institutions
565
Shares Held
371M
Call Options Held
0
Put Options Held
0
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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