Ridgeline Wealth Planning, LLC Capital Group Divid Value ETF Transaction History

Ridgeline Wealth Planning, LLC

  • $121 Billion
  • Q2 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 256,792 shares of CGDV stock, worth $10.4 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares
256,792
Previous 240,249 6.89%
Holding current value
$10.4 Million
Previous $8.56 Billion 18.43%
% of portfolio
8.35%
Previous 8.41%

Shares

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

Jul 24, 2025
BUY
$31.93 - $39.49 $528,217 - $653,283
16,543 Added 6.89%
256,792 $10.1 Billion
Q1 2025

Apr 30, 2025
BUY
$34.95 - $37.36 $259,049 - $276,912
7,412 Added 3.18%
240,249 $8.56 Billion
Q4 2024

Jan 29, 2025
BUY
$35.16 - $37.12 $8.19 Million - $8.64 Million
232,837 New
232,837 $8.21 Billion

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

CGDV Quotes by TradingView
  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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