Lantern Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

Lantern Wealth Advisors, LLC

  • $189 Billion
  • Q3 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 15,760 shares of CGDV stock, worth $675,788. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,760
Previous 10,450 50.81%
Holding current value
$675,788
Previous $413 Million 60.52%
% of portfolio
0.35%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 26, 2025
BUY
$39.59 - $42.21 $210,222 - $224,135
5,310 Added 50.81%
15,760 $662 Million
Q2 2025

Aug 14, 2025
BUY
$31.93 - $39.49 $333,668 - $412,670
10,450 New
10,450 $413 Million

Others Institutions Holding CGDV

# of Institutions
618
Shares Held
418M
Call Options Held
0
Put Options Held
8.7K
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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