Kaizen Financial Strategies Capital Group Divid Value ETF Transaction History

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 234,686 shares of CGDV stock, worth $8.32 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
234,686
Previous 106,014 121.37%
Holding current value
$8.32 Million
Previous $3.74 Million 122.61%
% of portfolio
5.15%
Previous 2.26%

Shares

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

Apr 08, 2025
BUY
$34.95 - $37.36 $4.5 Million - $4.81 Million
128,672 Added 121.37%
234,686 $8.32 Million
Q4 2024

Feb 14, 2025
BUY
$35.16 - $37.12 $702,391 - $741,546
19,977 Added 23.22%
106,014 $3.74 Million
Q3 2024

Nov 04, 2024
BUY
$32.96 - $36.48 $423,832 - $469,096
12,859 Added 17.57%
86,037 $3.14 Million
Q2 2024

Aug 02, 2024
BUY
$31.1 - $33.37 $2.28 Million - $2.44 Million
73,178 New
73,178 $2.41 Million

Others Institutions Holding CGDV

# of Institutions
471
Shares Held
276M
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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