Brown Miller Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Brown Miller Wealth Management, LLC

  • $254 Million
  • Q4 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 7,643 shares of CGDV stock, worth $284,319. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,643
Previous 6,955 9.89%
Holding current value
$284,319
Previous $253,000 6.32%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$35.16 - $37.12 $24,190 - $25,538
688 Added 9.89%
7,643 $269,000
Q3 2024

Feb 11, 2025
SELL
$32.96 - $36.48 $22,676 - $25,098
-688 Reduced 9.0%
6,955 $253,000
Q2 2024

Feb 11, 2025
SELL
$31.1 - $33.37 $21,396 - $22,958
-688 Reduced 9.0%
6,955 $229,000
Q1 2024

Feb 11, 2025
SELL
$29.33 - $32.58 $20,179 - $22,415
-688 Reduced 9.0%
6,955 $226,000
Q4 2023

Feb 11, 2025
SELL
$25.56 - $30.04 $17,585 - $20,667
-688 Reduced 9.0%
6,955 $207,000
Q4 2023

Jan 18, 2024
BUY
$25.56 - $30.04 $177,769 - $208,928
6,955 New
6,955 $208,000

Others Institutions Holding CGDV

# of Institutions
457
Shares Held
271M
Call Options Held
0
Put Options Held
0
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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