Gladstone Institutional Advisory LLC Capital Group Divid Value ETF Transaction History

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 10,114 shares of CGDV stock, worth $363,800. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,114
Previous 6,716 50.6%
Holding current value
$363,800
Previous $221,000 66.52%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 28, 2024
BUY
$32.96 - $36.48 $111,998 - $123,959
3,398 Added 50.6%
10,114 $368,000
Q2 2024

Aug 02, 2024
BUY
$31.1 - $33.37 $208,867 - $224,112
6,716 New
6,716 $221,000

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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