Clearstead Advisors, LLC Capital Group Divid Value ETF Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,128 shares of CGDV stock, worth $109,292. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,128
Holding current value
$109,292
% of portfolio
0.0%

Shares

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

Feb 10, 2025
BUY
$35.16 - $37.12 $109,980 - $116,111
3,128 New
3,128 $110,000
Q3 2023

Nov 07, 2023
BUY
$26.43 - $28.23 $10,360 - $11,066
392 New
392 $10,000

Others Institutions Holding CGDV

# of Institutions
494
Shares Held
300M
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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email