Gutierrez Wealth Advisory, LLC Capital Group Divid Value ETF Transaction History

Gutierrez Wealth Advisory, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 367,579 shares of CGDV stock, worth $12.8 Million. This represents 10.63% of its overall portfolio holdings.

Number of Shares
367,579
Previous 349,573 5.15%
Holding current value
$12.8 Million
Previous $12.3 Billion 6.28%
% of portfolio
10.63%
Previous 10.17%

Shares

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

Apr 28, 2025
BUY
$34.95 - $37.36 $629,309 - $672,704
18,006 Added 5.15%
367,579 $13.1 Billion
Q4 2024

Feb 11, 2025
BUY
$35.16 - $37.12 $12.3 Million - $13 Million
349,573 New
349,573 $12.3 Billion

Others Institutions Holding CGDV

# of Institutions
492
Shares Held
290M
Call Options Held
3K
Put Options Held
400
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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