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

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 50,952 shares of CGDV stock, worth $1.84 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
50,952
Previous 47,509 7.25%
Holding current value
$1.84 Million
Previous $1.57 Million 18.44%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
BUY
$32.96 - $36.48 $113,481 - $125,600
3,443 Added 7.25%
50,952 $1.86 Million
Q2 2024

Aug 14, 2024
BUY
$31.1 - $33.37 $931,102 - $999,064
29,939 Added 170.4%
47,509 $1.57 Million
Q1 2024

May 09, 2024
BUY
$29.33 - $32.58 $40,328 - $44,797
1,375 Added 8.49%
17,570 $571,000
Q4 2023

Feb 08, 2024
SELL
$25.56 - $30.04 $37,419 - $43,978
-1,464 Reduced 8.29%
16,195 $483,000
Q3 2023

Nov 07, 2023
BUY
$26.43 - $28.23 $466,727 - $498,513
17,659 New
17,659 $467,000

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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email