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

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 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 17,334 shares of CGDV stock, worth $623,503. This represents 0.43% of its overall portfolio holdings.

Number of Shares
17,334
Previous 13,525 28.16%
Holding current value
$623,503
Previous $446,000 41.48%
% of portfolio
0.43%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
390
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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