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 926,735 shares of CGDV stock, worth $33 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
926,735
Previous 894,761 3.57%
Holding current value
$33 Million
Previous $29.5 Million 14.37%
% of portfolio
4.03%
Previous 3.91%

Shares

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

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, 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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.