Core Wealth Advisors, Inc. Capital Group Divid Value ETF Transaction History

Core Wealth Advisors, Inc.

  • $357 Million
  • Q3 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 516,194 shares of CGDV stock, worth $22.1 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
516,194
Previous 269,121 91.81%
Holding current value
$22.1 Million
Previous $10.6 Million 104.15%
% of portfolio
6.08%
Previous 3.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$39.59 - $42.21 $9.78 Million - $10.4 Million
247,073 Added 91.81%
516,194 $21.7 Million
Q2 2025

Aug 14, 2025
BUY
$31.93 - $39.49 $574,612 - $710,662
17,996 Added 7.17%
269,121 $10.6 Million
Q1 2025

May 15, 2025
BUY
$34.95 - $37.36 $8.78 Million - $9.38 Million
251,125 New
251,125 $8.95 Million

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
418M
Call Options Held
0
Put Options Held
8.7K
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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