Better Wealth, LLC Capital Group Divid Value ETF Transaction History

Better Wealth, LLC

  • $355 Million
  • Q2 2025

A detailed history of Better Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Better Wealth, LLC holds 219,370 shares of CGDV stock, worth $8.9 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
219,370
Previous 203,761 7.66%
Holding current value
$8.9 Million
Previous $7.26 Million 19.28%
% of portfolio
2.44%
Previous 2.24%

Shares

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

Jul 14, 2025
BUY
$31.93 - $39.49 $498,395 - $616,399
15,609 Added 7.66%
219,370 $8.66 Million
Q1 2025

Apr 25, 2025
BUY
$34.95 - $37.36 $713,364 - $762,554
20,411 Added 11.13%
203,761 $7.26 Million
Q4 2024

Jan 22, 2025
BUY
$35.16 - $37.12 $6.45 Million - $6.81 Million
183,350 New
183,350 $6.46 Million

Others Institutions Holding CGDV

# of Institutions
545
Shares Held
336M
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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