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

National Wealth Management Group, LLC

  • $129 Billion
  • Q1 2024

A detailed history of National Wealth Management Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 14,893 shares of CGDV stock, worth $496,234. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,893
Previous 21,768 31.58%
Holding current value
$496,234
Previous $650 Million 25.49%
% of portfolio
0.38%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 17, 2024
SELL
$29.33 - $32.58 $201,643 - $223,987
-6,875 Reduced 31.58%
14,893 $484 Million
Q4 2023

Feb 01, 2024
BUY
$25.56 - $30.04 $191,112 - $224,609
7,477 Added 52.32%
21,768 $650 Million
Q3 2023

Nov 13, 2023
SELL
$26.43 - $28.23 $502 - $536
-19 Reduced 0.13%
14,291 $378 Million
Q2 2023

Aug 09, 2023
BUY
$24.91 - $27.04 $356,462 - $386,942
14,310 New
14,310 $395 Million

Others Institutions Holding CGDV

# of Institutions
307
Shares Held
155M
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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