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

Db Wealth Management Group, LLC

  • $169 Million
  • Q4 2023

A detailed history of Db Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 340,377 shares of CGDV stock, worth $13.7 Million. This represents 6.02% of its overall portfolio holdings.

Number of Shares
340,377
Previous 291,216 16.88%
Holding current value
$13.7 Million
Previous $7.71 Million 31.76%
% of portfolio
6.02%
Previous 5.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
BUY
$25.56 - $30.04 $1.26 Million - $1.48 Million
49,161 Added 16.88%
340,377 $10.2 Million
Q3 2023

Nov 09, 2023
BUY
$26.43 - $28.23 $2.86 Million - $3.05 Million
108,113 Added 59.04%
291,216 $7.71 Million
Q2 2023

Aug 10, 2023
BUY
$24.91 - $27.04 $4.56 Million - $4.95 Million
183,103 New
183,103 $4.95 Million

Others Institutions Holding CGDV

# of Institutions
526
Shares Held
325M
Call Options Held
200
Put Options Held
14.3K
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 Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email