Mark Sheptoff Financial Planning, LLC Capital Group Divid Value ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,779 shares of CGDV stock, worth $99,210. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,779
Previous 3,854 27.89%
Holding current value
$99,210
Previous $127,000 20.47%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 14, 2024
SELL
$32.96 - $36.48 $35,432 - $39,216
-1,075 Reduced 27.89%
2,779 $101,000
Q2 2024

Aug 12, 2024
BUY
$31.1 - $33.37 $19,561 - $20,989
629 Added 19.5%
3,854 $127,000
Q1 2024

May 10, 2024
BUY
$29.33 - $32.58 $67,371 - $74,836
2,297 Added 247.52%
3,225 $104,000
Q3 2023

Nov 09, 2023
BUY
$26.43 - $28.23 $24,527 - $26,197
928 New
928 $24,000

Others Institutions Holding CGDV

# of Institutions
391
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
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