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

Merriman Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

A detailed history of Merriman Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 26,381 shares of CGDV stock, worth $962,378. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,381
Previous 26,917 1.99%
Holding current value
$962,378
Previous $874,000 0.46%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 13, 2024
SELL
$31.1 - $33.37 $16,669 - $17,886
-536 Reduced 1.99%
26,381 $870,000
Q1 2024

May 14, 2024
BUY
$29.33 - $32.58 $789,475 - $876,955
26,917 New
26,917 $874,000

Others Institutions Holding CGDV

# of Institutions
350
Shares Held
190M
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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