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

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025

A detailed history of Pines Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 45,796 shares of CGDV stock, worth $1.62 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
45,796
Previous 43,118 6.21%
Holding current value
$1.62 Million
Previous $1.51 Billion 2.97%
% of portfolio
0.68%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$34.95 - $37.36 $93,596 - $100,050
2,678 Added 6.21%
45,796 $1.46 Billion
Q4 2024

Jan 14, 2025
BUY
$35.16 - $37.12 $1.52 Million - $1.6 Million
43,118 New
43,118 $1.51 Billion

Others Institutions Holding CGDV

# of Institutions
471
Shares Held
276M
Call Options Held
3K
Put Options Held
400
View Full List

About CAPITAL GROUP DIVID VALUE ETF

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email