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

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 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 23,704 shares of CGDV stock, worth $867,092. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,704
Previous 26,381 10.15%
Holding current value
$867,092
Previous $870,000 0.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$32.96 - $36.48 $88,233 - $97,656
-2,677 Reduced 10.15%
23,704 $863,000
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
389
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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