A detailed history of Richards, Merrill & Peterson, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 13,330 shares of CGDV stock, worth $540,531. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,330
Previous 8,000 66.63%
Holding current value
$540,531
Previous $285 Million 84.62%
% of portfolio
0.25%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$31.93 - $39.49 $170,186 - $210,481
5,330 Added 66.63%
13,330 $526 Million
Q1 2025

May 07, 2025

BUY
$34.95 - $37.36 $60,463 - $64,632
1,730 Added 27.59%
8,000 $285 Million
Q4 2024

Feb 13, 2025

BUY
$35.16 - $37.12 $220,453 - $232,742
6,270 New
6,270 $221 Million

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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