Octavia Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

Octavia Wealth Advisors, LLC

  • $674 Million
  • Q1 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 10,376 shares of CGDV stock, worth $345,728. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,376
Previous 10,664 2.7%
Holding current value
$345,728
Previous $318,000 5.97%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Apr 15, 2024
SELL
$29.33 - $32.58 $8,447 - $9,383
-288 Reduced 2.7%
10,376 $337,000
Q4 2023

Jan 30, 2024
BUY
$25.56 - $30.04 $272,571 - $320,346
10,664 New
10,664 $318,000

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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