Clearview Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

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 272,364 shares of CGDV stock, worth $9.66 Million. This represents 7.38% of its overall portfolio holdings.

Number of Shares
272,364
Previous 269,922 0.9%
Holding current value
$9.66 Million
Previous $9.84 Million 2.36%
% of portfolio
7.38%
Previous 7.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
469
Shares Held
275M
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 Clearview Wealth Advisors LLC Portfolio

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

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email