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

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 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 46,082 shares of CGDV stock, worth $1.98 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
46,082
Previous 48,100 4.2%
Holding current value
$1.98 Million
Previous $1.93 Billion 0.22%
% of portfolio
0.65%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$39.59 - $42.21 $79,892 - $85,179
-2,018 Reduced 4.2%
46,082 $1.94 Billion
Q2 2025

Jul 09, 2025
BUY
$31.93 - $39.49 $73,566 - $90,984
2,304 Added 5.03%
48,100 $1.93 Billion
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
618
Shares Held
418M
Call Options Held
0
Put Options Held
8.7K
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