Blue Chip Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 164,839 shares of CGDV stock, worth $7.07 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
164,839
Previous 153,756 7.21%
Holding current value
$7.07 Million
Previous $6.07 Billion 14.1%
% of portfolio
2.96%
Previous 2.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$39.59 - $42.21 $438,775 - $467,813
11,083 Added 7.21%
164,839 $6.93 Billion
Q2 2025

Jul 30, 2025
BUY
$31.93 - $39.49 $1.27 Million - $1.57 Million
39,747 Added 34.86%
153,756 $6.07 Billion
Q1 2025

May 06, 2025
BUY
$34.95 - $37.36 $3.98 Million - $4.26 Million
114,009 New
114,009 $4.06 Billion

Others Institutions Holding CGDV

# of Institutions
618
Shares Held
418M
Call Options Held
0
Put Options Held
8.7K
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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