Brendel Financial Advisors LLC Capital Group Divid Value ETF Transaction History

Brendel Financial Advisors LLC

  • $165 Million
  • Q1 2025

A detailed history of Brendel Financial Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 17,046 shares of CGDV stock, worth $595,587. This represents 0.37% of its overall portfolio holdings.

Number of Shares
17,046
Previous 18,572 8.22%
Holding current value
$595,587
Previous $655,000 7.18%
% of portfolio
0.37%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$34.95 - $37.36 $53,333 - $57,011
-1,526 Reduced 8.22%
17,046 $608,000
Q4 2024

Jan 14, 2025
BUY
$35.16 - $37.12 $652,991 - $689,392
18,572 New
18,572 $655,000

Others Institutions Holding CGDV

# of Institutions
498
Shares Held
301M
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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