Resources Investment Advisors, Llc. Capital Group Divid Value ETF Transaction History

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 299,229 shares of CGDV stock, worth $12.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

299,229

Previous 302,402 1.05%

Holding current value

$12.1 Million

Previous $10.8 Million 9.64%

% of portfolio

0.14%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$31.93 - $39.49 $101,313 - $125,301	-3,173 Reduced 1.05%	299,229 $11.8 Million
Q1 2025 Apr 28, 2025	SELL	$34.95 - $37.36 $198,236 - $211,905	-5,672 Reduced 1.84%	302,402 $10.8 Million
Q4 2024 Feb 13, 2025	BUY	$35.16 - $37.12 $121,337 - $128,101	3,451 Added 1.13%	308,074 $10.9 Million
Q3 2024 Nov 06, 2024	SELL	$32.96 - $36.48 $342,849 - $379,464	-10,402 Reduced 3.3%	304,623 $11.1 Million
Q2 2024 Aug 02, 2024	BUY	$31.1 - $33.37 $9.8 Million - $10.5 Million	315,025 New	315,025 $10.4 Million

Others Institutions Holding CGDV

# of Institutions

545

Shares Held

336M

Call Options Held

200

Put Options Held

14.3K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Resources Investment Advisors, Llc. Capital Group Divid Value ETF Transaction History