Elm3 Financial Group, LLC Capital Group Divid Value ETF Transaction History

Elm3 Financial Group, LLC

  • $120 Billion
  • Q2 2025

A detailed history of Elm3 Financial Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 33,456 shares of CGDV stock, worth $1.37 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
33,456
Previous 22,988 45.54%
Holding current value
$1.37 Million
Previous $819 Million 61.26%
% of portfolio
1.1%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$31.93 - $39.49 $334,243 - $413,381
10,468 Added 45.54%
33,456 $1.32 Billion
Q1 2025

May 06, 2025
BUY
$34.95 - $37.36 $63,609 - $67,995
1,820 Added 8.6%
22,988 $819 Million
Q4 2024

Jan 27, 2025
BUY
$35.16 - $37.12 $744,266 - $785,756
21,168 New
21,168 $746 Million

Others Institutions Holding CGDV

# of Institutions
535
Shares Held
329M
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
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