Marshall Investment Management, LLC Capital Group Divid Value ETF Transaction History

Marshall Investment Management, LLC

  • $21 Billion
  • Q2 2025

A detailed history of Marshall Investment Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Marshall Investment Management, LLC holds 5,927 shares of CGDV stock, worth $252,845. This represents 1.11% of its overall portfolio holdings.

Number of Shares
5,927
Previous 106,562 94.44%
Holding current value
$252,845
Previous $3.8 Billion 93.84%
% of portfolio
1.11%
Previous 2.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$31.93 - $39.49 $3.21 Million - $3.97 Million
-100,635 Reduced 94.44%
5,927 $234 Million
Q1 2025

May 07, 2025
BUY
$34.95 - $37.36 $3.72 Million - $3.98 Million
106,562 New
106,562 $3.8 Billion

Others Institutions Holding CGDV

# of Institutions
589
Shares Held
377M
Call Options Held
0
Put Options Held
0
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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