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

Beam Wealth Advisors, Inc.

  • $289 Million
  • Q1 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 16,722 shares of CGDV stock, worth $689,949. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,722
Previous 16,891 1.0%
Holding current value
$689,949
Previous $595,000 -0.0%
% of portfolio
0.21%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
533
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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