Kaizen Financial Strategies Capital Group Divid Value ETF Transaction History

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024

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 86,037 shares of CGDV stock, worth $3.09 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
86,037
Previous 73,178 17.57%
Holding current value
$3.09 Million
Previous $2.41 Million 29.87%
% of portfolio
1.88%
Previous 1.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
389
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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