Litman Gregory Wealth Management LLC Capital Group Divid Value ETF Transaction History

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 34,799 shares of CGDV stock, worth $1.49 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
34,799
Previous 32,107 8.38%
Holding current value
$1.49 Million
Previous $1.27 Million 15.39%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 16, 2025
BUY
$39.59 - $42.21 $106,576 - $113,629
2,692 Added 8.38%
34,799 $1.46 Million
Q2 2025

Jul 23, 2025
SELL
$31.93 - $39.49 $108,370 - $134,029
-3,394 Reduced 9.56%
32,107 $1.27 Million
Q1 2025

May 02, 2025
SELL
$34.95 - $37.36 $46,343 - $49,539
-1,326 Reduced 3.6%
35,501 $1.27 Million
Q4 2024

Jan 23, 2025
BUY
$35.16 - $37.12 $46,657 - $49,258
1,327 Added 3.74%
36,827 $1.3 Million
Q3 2024

Oct 22, 2024
BUY
$32.96 - $36.48 $4,449 - $4,924
135 Added 0.38%
35,500 $1.29 Million
Q2 2024

Jul 30, 2024
BUY
$31.1 - $33.37 $54,984 - $58,998
1,768 Added 5.26%
35,365 $1.17 Million
Q1 2024

May 03, 2024
BUY
$29.33 - $32.58 $5,191 - $5,766
177 Added 0.53%
33,597 $1.09 Million
Q4 2023

Jan 31, 2024
BUY
$25.56 - $30.04 $48,564 - $57,076
1,900 Added 6.03%
33,420 $997,000
Q2 2023

Aug 09, 2023
BUY
$24.91 - $27.04 $785,163 - $852,300
31,520 New
31,520 $852,000
Q2 2022

Jul 21, 2022
BUY
$21.83 - $26.05 $674,547 - $804,945
30,900 New
30,900 $690,000

Others Institutions Holding CGDV

# of Institutions
617
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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