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

Iams Wealth Management, LLC

  • $183 Billion
  • Q2 2024

A detailed history of Iams Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,026 shares of CGDV stock, worth $357,025. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,026
Holding current value
$357,025
% of portfolio
0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$31.1 - $33.37 $311,808 - $334,567
10,026 New
10,026 $331 Million
Q1 2023

Oct 30, 2023
BUY
$23.52 - $25.15 $600,818 - $642,456
25,545 New
25,545 $631 Million

Others Institutions Holding CGDV

# of Institutions
350
Shares Held
190M
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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