Reuter James Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Reuter James Wealth Management, LLC

  • $536 Million
  • Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 395,612 shares of CGDV stock, worth $14.1 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
395,612
Previous 267,401 47.95%
Holding current value
$14.1 Million
Previous $9.74 Million 43.15%
% of portfolio
2.6%
Previous 1.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$35.16 - $37.12 $4.51 Million - $4.76 Million
128,211 Added 47.95%
395,612 $13.9 Million
Q3 2024

Nov 08, 2024
BUY
$32.96 - $36.48 $8.81 Million - $9.75 Million
267,401 New
267,401 $9.74 Million

Others Institutions Holding CGDV

# of Institutions
465
Shares Held
273M
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 Reuter James Wealth Management, LLC Portfolio

Follow Reuter James 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 Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email