Gps Wealth Strategies Group, LLC Capital Group Divid Value ETF Transaction History

Gps Wealth Strategies Group, LLC

  • $705 Million
  • Q1 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 14,333 shares of CGDV stock, worth $540,497. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,333
Previous 6,798 110.84%
Holding current value
$540,497
Previous $239,000 112.55%
% of portfolio
0.07%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$34.95 - $37.36 $263,348 - $281,507
7,535 Added 110.84%
14,333 $508,000
Q4 2024

Jan 24, 2025
BUY
$35.16 - $37.12 $18,916 - $19,970
538 Added 8.59%
6,798 $239,000
Q3 2024

Oct 29, 2024
SELL
$32.96 - $36.48 $10,712 - $11,855
-325 Reduced 4.94%
6,260 $228,000
Q2 2024

Jul 16, 2024
BUY
$31.1 - $33.37 $138,239 - $148,329
4,445 Added 207.71%
6,585 $217,000
Q1 2023

Apr 17, 2023
BUY
$23.52 - $25.15 $50,332 - $53,821
2,140 New
2,140 $53,000

Others Institutions Holding CGDV

# of Institutions
518
Shares Held
323M
Call Options Held
200
Put Options Held
14.3K
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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