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

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025

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 299,173 shares of CGDV stock, worth $10.5 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
299,173
Previous 395,612 24.38%
Holding current value
$10.5 Million
Previous $13.9 Million 23.95%
% of portfolio
1.92%
Previous 2.6%

Shares

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

Apr 14, 2025
SELL
$34.95 - $37.36 $3.37 Million - $3.6 Million
-96,439 Reduced 24.38%
299,173 $10.6 Million
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
492
Shares Held
290M
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
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