Cornerstone Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 13,217 shares of CGDV stock, worth $483,477. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,217
Previous 6,673 98.07%
Holding current value
$483,477
Previous $220,000 118.64%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$32.96 - $36.48 $215,690 - $238,725
6,544 Added 98.07%
13,217 $481,000
Q2 2024

Jul 16, 2024
BUY
$31.1 - $33.37 $207,530 - $222,678
6,673 New
6,673 $220,000

Others Institutions Holding CGDV

# of Institutions
389
Shares Held
225M
Call Options Held
0
Put Options Held
6.01K
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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