Mascagni Wealth Management, Inc. Capital Group Divid Value ETF Transaction History

Mascagni Wealth Management, Inc.

  • $101 Billion
  • Q1 2025

A detailed history of Mascagni Wealth Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 25,236 shares of CGDV stock, worth $965,277. This represents 0.89% of its overall portfolio holdings.

Number of Shares
25,236
Previous 16,414 53.75%
Holding current value
$965,277
Previous $584,000 153907.02%
% of portfolio
0.89%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$34.95 - $37.36 $308,328 - $329,589
8,822 Added 53.75%
25,236 $899 Million
Q1 2025

Apr 22, 2025
SELL
$34.95 - $37.36 $308,328 - $329,589
-8,822 Reduced 34.96%
16,414 $584,000
Q4 2024

Apr 22, 2025
BUY
$35.16 - $37.12 $310,181 - $327,472
8,822 Added 53.75%
25,236 $889,000
Q4 2024

Mar 21, 2025
BUY
$35.16 - $37.12 $577,116 - $609,287
16,414 New
16,414 $579 Million

Others Institutions Holding CGDV

# of Institutions
518
Shares Held
323M
Call Options Held
200
Put Options Held
14.3K
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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