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

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

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 38,578 shares of CGDV stock, worth $1.65 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
38,578
Previous 48,345 20.2%
Holding current value
$1.65 Million
Previous $1.72 Million 11.61%
% of portfolio
0.95%
Previous 1.18%

Shares

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

Aug 14, 2025
SELL
$31.93 - $39.49 $311,860 - $385,698
-9,767 Reduced 20.2%
38,578 $1.52 Million
Q1 2025

May 14, 2025
BUY
$34.95 - $37.36 $386,651 - $413,313
11,063 Added 29.67%
48,345 $1.72 Million
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
589
Shares Held
377M
Call Options Held
0
Put Options Held
0
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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