High Net Worth Advisory Group LLC Capital Group Divid Value ETF Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 34,029 shares of CGDV stock, worth $1.46 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
34,029
Holding current value
$1.46 Million
% of portfolio
0.37%

Shares

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

Oct 29, 2025
BUY
$39.59 - $42.21 $1.35 Million - $1.44 Million
34,029 New
34,029 $1.43 Million
Q4 2022

Feb 14, 2023
BUY
$20.81 - $24.38 $104 - $121
5 Added 1.0%
505 $11,000
Q2 2022

Aug 10, 2022
BUY
$21.83 - $26.05 $10,915 - $13,025
500 New
500 $11,000

Others Institutions Holding CGDV

# of Institutions
620
Shares Held
422M
Call Options Held
0
Put Options Held
8.7K
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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