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 412,944 shares of CGDV stock, worth $15.1 Million. This represents 8.74% of its overall portfolio holdings.

Number of Shares
412,944
Previous 401,917 2.74%
Holding current value
$15.1 Million
Previous $13.3 Billion 13.45%
% of portfolio
8.74%
Previous 8.37%

Shares

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

Nov 14, 2024

BUY
$32.96 - $36.48 $363,449 - $402,264
11,027 Added 2.74%
412,944 $15 Billion
Q2 2024

Jul 17, 2024

BUY
$31.1 - $33.37 $3.19 Million - $3.43 Million
102,719 Added 34.33%
401,917 $13.3 Billion
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
$20.81 - $24.38 $5.91 Million - $6.92 Million
283,768 New
283,768 $6.69 Billion

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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