Better Wealth, LLC Capital Group Divid Value ETF Transaction History

Better Wealth, LLC

  • $324 Million
  • Q1 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 203,761 shares of CGDV stock, worth $7.12 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
203,761
Previous 183,350 11.13%
Holding current value
$7.12 Million
Previous $6.46 Million 12.35%
% of portfolio
2.24%
Previous 1.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
492
Shares Held
290M
Call Options Held
3K
Put Options Held
400
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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