Guardian Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,013,152 shares of CGDV stock, worth $40.7 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

1,013,152

Previous 962,243 5.29%

Holding current value

$40.7 Million

Previous $33.9 Million 6.43%

% of portfolio

3.11%

Previous 2.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$34.95 - $37.36 $1.78 Million - $1.9 Million	50,909 Added 5.29%	1,013,152 $36.1 Million
Q4 2024 Feb 14, 2025	BUY	$35.16 - $37.12 $1.25 Million - $1.32 Million	35,508 Added 3.83%	962,243 $33.9 Million
Q3 2024 Nov 14, 2024	BUY	$32.96 - $36.48 $1.05 Million - $1.17 Million	31,974 Added 3.57%	926,735 $33.8 Million
Q2 2024 Aug 14, 2024	BUY	$31.1 - $33.37 $3.38 Million - $3.63 Million	108,725 Added 13.83%	894,761 $29.5 Million
Q1 2024 May 15, 2024	BUY	$29.33 - $32.58 $3.05 Million - $3.39 Million	103,937 Added 15.24%	786,036 $25.5 Million
Q4 2023 Feb 14, 2024	BUY	$25.56 - $30.04 $473,652 - $556,671	18,531 Added 2.79%	682,099 $20.4 Million
Q3 2023 Nov 14, 2023	BUY	$26.43 - $28.23 $17.5 Million - $18.7 Million	663,568 New	663,568 $17.6 Million

Others Institutions Holding CGDV

# of Institutions

526

Shares Held

326M

Call Options Held

200

Put Options Held

14.3K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Guardian Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History