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 $9.53 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
234,686
Previous 106,014 121.37%
Holding current value
$9.53 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
542
Shares Held
334M
Call Options Held
200
Put Options Held
14.3K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email