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

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 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 9,962 shares of CGDV stock, worth $360,126. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,962
Previous 10,026 0.64%
Holding current value
$360,126
Previous $331 Million 9.72%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$32.96 - $36.48 $2,109 - $2,334
-64 Reduced 0.64%
9,962 $363 Million
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
391
Shares Held
225M
Call Options Held
0
Put Options Held
6.01K
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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