Gateway Wealth Partners, LLC Capital Group Divid Value ETF Transaction History

Gateway Wealth Partners, LLC

  • $527 Billion
  • Q2 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 26,993 shares of CGDV stock, worth $1.14 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
26,993
Previous 21,888 23.32%
Holding current value
$1.14 Million
Previous $780 Million 36.64%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Aug 13, 2025
BUY
$31.93 - $39.49 $163,002 - $201,596
5,105 Added 23.32%
26,993 $1.07 Billion
Q1 2025

Apr 30, 2025
BUY
$34.95 - $37.36 $270,722 - $289,390
7,746 Added 54.77%
21,888 $780 Million
Q4 2024

Jan 22, 2025
BUY
$35.16 - $37.12 $132,869 - $140,276
3,779 Added 36.47%
14,142 $499 Million
Q3 2024

Oct 24, 2024
BUY
$32.96 - $36.48 $102,868 - $113,854
3,121 Added 43.1%
10,363 $378 Million
Q2 2024

Aug 16, 2024
BUY
$31.1 - $33.37 $225,226 - $241,665
7,242 New
7,242 $239 Million

Others Institutions Holding CGDV

# of Institutions
565
Shares Held
371M
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
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, 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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email