Beta Wealth Group, Inc. Capital Group Divid Value ETF Transaction History

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 224,686 shares of CGDV stock, worth $8.29 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
224,686
Holding current value
$8.29 Million
% of portfolio
4.03%

Shares

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

May 08, 2025
BUY
$34.95 - $37.36 $7.85 Million - $8.39 Million
224,686 New
224,686 $8.01 Million

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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