Meridian Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

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 14,495 shares of CGDV stock, worth $513,992. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,495
Previous 14,495 -0.0%
Holding current value
$513,992
Previous $528,000 3.22%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$32.96 - $36.48 $1,219 - $1,349
-37 Reduced 0.25%
14,495 $528,000
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

# of Institutions
469
Shares Held
275M
Call Options Held
3K
Put Options Held
400
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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