Iam Advisory, LLC Capital Group Divid Value ETF Transaction History

Iam Advisory, LLC

  • $381 Million
  • Q1 2025

A detailed history of Iam Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Iam Advisory, LLC holds 199,237 shares of CGDV stock, worth $6.96 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
199,237
Previous 196,545 1.37%
Holding current value
$6.96 Million
Previous $6.93 Million 1.93%
% of portfolio
1.85%
Previous 1.77%

Shares

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

Apr 11, 2025
BUY
$34.95 - $37.36 $94,085 - $100,573
2,692 Added 1.37%
199,237 $7.06 Million
Q4 2024

Jan 15, 2025
BUY
$35.16 - $37.12 $6.91 Million - $7.3 Million
196,545 New
196,545 $6.93 Million

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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