Kerntke Otto Mc Glone Wealth Management Group Capital Group Divid Value ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 24,813 shares of CGDV stock, worth $866,966. This represents 0.77% of its overall portfolio holdings.

Number of Shares
24,813
Previous 21,673 14.49%
Holding current value
$866,966
Previous $764,000 15.71%
% of portfolio
0.77%
Previous 0.59%

Shares

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

May 01, 2025
BUY
$34.95 - $37.36 $109,743 - $117,310
3,140 Added 14.49%
24,813 $884,000
Q4 2024

Feb 14, 2025
BUY
$35.16 - $37.12 $128,580 - $135,747
3,657 Added 20.3%
21,673 $764,000
Q3 2024

Nov 12, 2024
SELL
$32.96 - $36.48 $44,924 - $49,722
-1,363 Reduced 7.03%
18,016 $656,000
Q2 2024

Aug 14, 2024
BUY
$31.1 - $33.37 $86,551 - $92,868
2,783 Added 16.77%
19,379 $639,000
Q1 2024

May 10, 2024
BUY
$29.33 - $32.58 $486,760 - $540,697
16,596 New
16,596 $539,000

Others Institutions Holding CGDV

# of Institutions
494
Shares Held
293M
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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