Clearview Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Clearview Wealth Advisors LLC

$150 Million
Q3 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 275,955 shares of CGDV stock, worth $11.8 Million. This represents 7.71% of its overall portfolio holdings.

Number of Shares

275,955

Previous 266,355 3.6%

Holding current value

$11.8 Million

Previous $10.5 Million 10.27%

% of portfolio

7.71%

Previous 7.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$39.59 - $42.21 $380,064 - $405,216	9,600 Added 3.6%	275,955 $11.6 Million
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

617

Shares Held

420M

Call Options Held

Put Options Held

8.7K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Clearview Wealth Advisors LLC Capital Group Divid Value ETF Transaction History