Clearview Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Clearview Wealth Advisors LLC

  • $139 Million
  • Q2 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 266,355 shares of CGDV stock, worth $10.9 Million. This represents 7.58% of its overall portfolio holdings.

Number of Shares
266,355
Previous 260,228 2.35%
Holding current value
$10.9 Million
Previous $9.27 Million 13.41%
% of portfolio
7.58%
Previous 7.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$31.93 - $39.49 $195,635 - $241,955
6,127 Added 2.35%
266,355 $10.5 Million
Q1 2025

Apr 22, 2025
SELL
$34.95 - $37.36 $424,153 - $453,400
-12,136 Reduced 4.46%
260,228 $9.27 Million
Q4 2024

Jan 24, 2025
BUY
$35.16 - $37.12 $85,860 - $90,647
2,442 Added 0.9%
272,364 $9.6 Million
Q3 2024

Oct 15, 2024
BUY
$32.96 - $36.48 $1.11 Million - $1.23 Million
33,632 Added 14.23%
269,922 $9.84 Million
Q2 2024

Jul 31, 2024
BUY
$31.1 - $33.37 $7.35 Million - $7.88 Million
236,290 New
236,290 $7.8 Million

Others Institutions Holding CGDV

# of Institutions
549
Shares Held
351M
Call Options Held
200
Put Options Held
14.3K
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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