Larson Financial Group LLC Capital Group Divid Value ETF Transaction History

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024

A detailed history of Larson Financial Group LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Larson Financial Group LLC holds 6,172 shares of CGDV stock, worth $222,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,172
Previous 6,035 2.27%
Holding current value
$222,130
Previous $219,000 0.91%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$35.16 - $37.12 $4,816 - $5,085
137 Added 2.27%
6,172 $217,000
Q1 2024

May 03, 2024
BUY
$29.33 - $32.58 $64,525 - $71,676
2,200 Added 57.37%
6,035 $196,000
Q4 2023

Feb 01, 2024
BUY
$25.56 - $30.04 $25,560 - $30,040
1,000 Added 35.27%
3,835 $114,000
Q2 2023

Aug 03, 2023
BUY
$24.91 - $27.04 $24,910 - $27,040
1,000 Added 54.5%
2,835 $76,000
Q1 2023

May 04, 2023
BUY
$23.52 - $25.15 $18,816 - $20,120
800 Added 77.29%
1,835 $45,000
Q3 2022

Nov 03, 2022
BUY
$20.42 - $24.29 $21,134 - $25,140
1,035 New
1,035 $21,000

Others Institutions Holding CGDV

# of Institutions
466
Shares Held
273M
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
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group 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 Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email