Premier Path Wealth Partners, LLC Capital Group Divid Value ETF Transaction History

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 37,352 shares of CGDV stock, worth $1.39 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
37,352
Previous 39,104 4.48%
Holding current value
$1.39 Million
Previous $1.38 Billion 3.45%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Apr 21, 2025
SELL
$34.95 - $37.36 $61,232 - $65,454
-1,752 Reduced 4.48%
37,352 $1.33 Billion
Q4 2024

Jan 15, 2025
BUY
$35.16 - $37.12 $246 - $259
7 Added 0.02%
39,104 $1.38 Billion
Q3 2024

Oct 15, 2024
BUY
$32.96 - $36.48 $23,896 - $26,447
725 Added 1.89%
39,097 $1.42 Billion
Q2 2024

Jul 24, 2024
BUY
$31.1 - $33.37 $1.19 Million - $1.28 Million
38,372 New
38,372 $1.27 Billion

Others Institutions Holding CGDV

# of Institutions
518
Shares Held
323M
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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