A detailed history of Meridian Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 14,532 shares of CGDV stock, worth $536,666. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,532
Holding current value
$536,666
% of portfolio
0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$31.1 - $33.37 $451,945 - $484,932
14,532 New
14,532 $479,000
Q4 2023

Feb 08, 2024

BUY
$25.56 - $30.04 $7,668 - $9,012
300 Added 2.11%
14,532 $433,000
Q3 2023

Oct 17, 2023

BUY
$26.43 - $28.23 $71,070 - $75,910
2,689 Added 23.3%
14,232 $376,000
Q1 2023

May 12, 2023

BUY
$23.52 - $25.15 $2,069 - $2,213
88 Added 0.77%
11,543 $287,000
Q3 2022

Nov 14, 2022

BUY
$20.42 - $24.29 $233,911 - $278,241
11,455 New
11,455 $234,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.