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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 83,092 shares of CGDV stock, worth $2.96 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
83,092
Previous 79,101 5.05%
Holding current value
$2.96 Million
Previous $2.61 Billion 16.0%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 05, 2024
BUY
$32.96 - $36.48 $131,543 - $145,591
3,991 Added 5.05%
83,092 $3.03 Billion
Q2 2024

Aug 07, 2024
BUY
$31.1 - $33.37 $41,487 - $44,515
1,334 Added 1.72%
79,101 $2.61 Billion
Q1 2024

May 13, 2024
BUY
$29.33 - $32.58 $2.28 Million - $2.53 Million
77,767 New
77,767 $2.56 Billion

Others Institutions Holding CGDV

# of Institutions
391
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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