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

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 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 225,272 shares of CGDV stock, worth $9.44 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares
225,272
Previous 224,686 0.26%
Holding current value
$9.44 Million
Previous $8.01 Million 11.09%
% of portfolio
4.82%
Previous 4.03%

Shares

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

Aug 08, 2025
BUY
$31.93 - $39.49 $18,710 - $23,141
586 Added 0.26%
225,272 $8.9 Million
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
581
Shares Held
376M
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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