Simplicity Wealth,Llc Capital Group Divid Value ETF Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 83,680 shares of CGDV stock, worth $3.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
83,680
Previous 42,294 97.85%
Holding current value
$3.4 Million
Previous $1.5 Million 120.41%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jul 22, 2025
BUY
$31.93 - $39.49 $1.32 Million - $1.63 Million
41,386 Added 97.85%
83,680 $3.3 Million
Q1 2025

Apr 14, 2025
BUY
$34.95 - $37.36 $1.48 Million - $1.58 Million
42,294 New
42,294 $1.5 Million
Q3 2024

Oct 09, 2024
SELL
$32.96 - $36.48 $2.81 Million - $3.11 Million
-85,131 Reduced 74.12%
29,731 $1.08 Million
Q2 2024

Jul 10, 2024
BUY
$31.1 - $33.37 $273,151 - $293,088
8,783 Added 8.28%
114,862 $3.79 Million
Q1 2024

Apr 24, 2024
BUY
$29.33 - $32.58 $3.11 Million - $3.46 Million
106,079 New
106,079 $3.45 Million

Others Institutions Holding CGDV

# of Institutions
532
Shares Held
328M
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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