Concurrent Investment Advisors, LLC Capital Group Divid Value ETF Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 215,632 shares of CGDV stock, worth $7.18 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
215,632
Previous 197,412 9.23%
Holding current value
$7.18 Million
Previous $5.89 Billion 18.97%
% of portfolio
0.28%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$29.33 - $32.58 $534,392 - $593,607
18,220 Added 9.23%
215,632 $7.01 Billion
Q4 2023

Apr 15, 2024
BUY
$25.56 - $30.04 $5.05 Million - $5.93 Million
197,412 New
197,412 $5.89 Billion

Others Institutions Holding CGDV

# of Institutions
307
Shares Held
155M
Call Options Held
0
Put Options Held
0
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 Concurrent Investment Advisors, LLC Portfolio

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

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email