Envision Financial Planning, LLC Capital Group Divid Value ETF Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 9,626 shares of CGDV stock, worth $350,001. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,626
Previous 9,588 0.4%
Holding current value
$350,001
Previous $316 Million 10.86%
% of portfolio
0.18%
Previous 0.24%

Shares

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

Nov 07, 2024
BUY
$32.96 - $36.48 $1,252 - $1,386
38 Added 0.4%
9,626 $351 Million
Q2 2024

Jul 30, 2024
BUY
$31.1 - $33.37 $901 - $967
29 Added 0.3%
9,588 $316 Million
Q1 2024

Apr 30, 2024
SELL
$29.33 - $32.58 $27,394 - $30,429
-934 Reduced 8.9%
9,559 $311 Million
Q4 2023

Jan 23, 2024
BUY
$25.56 - $30.04 $268,201 - $315,209
10,493 New
10,493 $313 Million

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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