Hb Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 30,338 shares of CGDV stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,338
Previous 11,981 153.22%
Holding current value
$1.29 Million
Previous $473,000 169.56%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$39.59 - $42.21 $726,753 - $774,848
18,357 Added 153.22%
30,338 $1.28 Million
Q2 2025

Jul 17, 2025
BUY
$31.93 - $39.49 $24,362 - $30,130
763 Added 6.8%
11,981 $473,000
Q4 2024

Jan 15, 2025
BUY
$35.16 - $37.12 $1,476 - $1,559
42 Added 0.38%
11,218 $395,000
Q3 2024

Oct 15, 2024
BUY
$32.96 - $36.48 $148,748 - $164,634
4,513 Added 67.73%
11,176 $407,000
Q2 2024

Jul 26, 2024
BUY
$31.1 - $33.37 $207,219 - $222,344
6,663 New
6,663 $219,000

Others Institutions Holding CGDV

# of Institutions
589
Shares Held
377M
Call Options Held
0
Put Options Held
0
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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