Evergreen Wealth Solutions, LLC Capital Group Divid Value ETF Transaction History

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 37,282 shares of CGDV stock, worth $1.35 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
37,282
Previous 17,334 115.08%
Holding current value
$1.35 Million
Previous $631,000 108.24%
% of portfolio
0.92%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$35.16 - $37.12 $701,371 - $740,469
19,948 Added 115.08%
37,282 $1.31 Million
Q3 2024

Nov 14, 2024
BUY
$32.96 - $36.48 $125,544 - $138,952
3,809 Added 28.16%
17,334 $631,000
Q2 2024

Aug 14, 2024
BUY
$31.1 - $33.37 $420,627 - $451,329
13,525 New
13,525 $446,000

Others Institutions Holding CGDV

# of Institutions
464
Shares Held
273M
Call Options Held
3K
Put Options Held
400
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 Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, 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 Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email