Mason Investment Advisory Services, Inc. Capital Group Divid Value ETF Transaction History

Mason Investment Advisory Services, Inc.

  • $1.71 Trillion
  • Q3 2024

A detailed history of Mason Investment Advisory Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 121,469 shares of CGDV stock, worth $4.37 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
121,469
Previous 73,596 65.05%
Holding current value
$4.37 Million
Previous $2.43 Billion 82.25%
% of portfolio
0.26%
Previous 0.15%

Shares

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

Nov 12, 2024
BUY
$32.96 - $36.48 $1.58 Million - $1.75 Million
47,873 Added 65.05%
121,469 $4.43 Billion
Q2 2024

Aug 09, 2024
BUY
$31.1 - $33.37 $1.33 Million - $1.43 Million
42,726 Added 138.41%
73,596 $2.43 Billion
Q1 2024

May 13, 2024
BUY
$29.33 - $32.58 $905,417 - $1.01 Million
30,870 New
30,870 $1 Billion

Others Institutions Holding CGDV

# of Institutions
390
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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