Bison Wealth, LLC Capital Group Divid Value ETF Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

A detailed history of Bison Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Bison Wealth, LLC holds 7,400 shares of CGDV stock, worth $270,692. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,400
Previous 7,064 4.76%
Holding current value
$270,692
Previous $233,000 15.45%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$32.96 - $36.48 $11,074 - $12,257
336 Added 4.76%
7,400 $269,000
Q1 2024

May 10, 2024
BUY
$29.33 - $32.58 $207,187 - $230,145
7,064 New
7,064 $229,000

Others Institutions Holding CGDV

# of Institutions
389
Shares Held
225M
Call Options Held
0
Put Options Held
6.01K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email