Cjm Wealth Advisers, Ltd. Capital Group Divid Value ETF Transaction History

Cjm Wealth Advisers, Ltd.

  • $283 Billion
  • Q1 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 39,488 shares of CGDV stock, worth $1.38 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
39,488
Previous 13,987 182.32%
Holding current value
$1.38 Million
Previous $493 Million 185.35%
% of portfolio
0.5%
Previous 0.17%

Shares

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

Apr 14, 2025
BUY
$34.95 - $37.36 $891,259 - $952,717
25,501 Added 182.32%
39,488 $1.41 Billion
Q4 2024

Jan 08, 2025
BUY
$35.16 - $37.12 $244,361 - $257,983
6,950 Added 98.76%
13,987 $493 Million
Q1 2024

Apr 08, 2024
BUY
$29.33 - $32.58 $206,395 - $229,265
7,037 New
7,037 $229 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
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. 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 Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email