Fin Dec Wealth Services, Inc. Capital Group Divid Value ETF Transaction History

Fin Dec Wealth Services, Inc.

$159 Billion
Q1 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 299,198 shares of CGDV stock, worth $9.97 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares

299,198

Previous 297,430 0.59%

Holding current value

$9.97 Million

Previous $8.88 Billion 9.56%

% of portfolio

6.11%

Previous 5.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$29.33 - $32.58 $51,855 - $57,601	1,768 Added 0.59%	299,198 $9.72 Billion
Q4 2023 Feb 07, 2024	BUY	$25.56 - $30.04 $318,452 - $374,268	12,459 Added 4.37%	297,430 $8.88 Billion
Q3 2023 Oct 19, 2023	BUY	$26.43 - $28.23 $62,269 - $66,509	2,356 Added 0.83%	284,971 $7.54 Billion
Q2 2023 Jul 19, 2023	BUY	$24.91 - $27.04 $29,667 - $32,204	1,191 Added 0.42%	282,615 $7.64 Billion
Q1 2023 May 10, 2023	SELL	$23.52 - $25.15 $55,130 - $58,951	-2,344 Reduced 0.83%	281,424 $7.02 Billion

Q4 2022 Jan 25, 2023	BUY	$22.52 - $24.38 $6.39 Million - $6.92 Million	283,768 New	283,768 $6.69 Billion

Others Institutions Holding CGDV

# of Institutions

307

Shares Held

155M

Call Options Held

Put Options Held

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About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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Fin Dec Wealth Services, Inc. Capital Group Divid Value ETF Transaction History