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

Orca Wealth Management, LLC

  • $119 Billion
  • Q2 2025

A detailed history of Orca Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Orca Wealth Management, LLC holds 53,958 shares of CGDV stock, worth $2.19 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
53,958
Previous 53,363 1.12%
Holding current value
$2.19 Million
Previous $1.9 Billion 12.04%
% of portfolio
1.79%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$31.93 - $39.49 $18,998 - $23,496
595 Added 1.12%
53,958 $2.13 Billion
Q1 2025

May 08, 2025
SELL
$34.95 - $37.36 $14,609 - $15,616
-418 Reduced 0.78%
53,363 $1.9 Billion
Q4 2024

Jan 22, 2025
BUY
$35.16 - $37.12 $1.89 Million - $2 Million
53,781 New
53,781 $1.9 Billion

Others Institutions Holding CGDV

# of Institutions
549
Shares Held
351M
Call Options Held
200
Put Options Held
14.3K
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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