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 $3.43 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
83,680
Previous 42,294 97.85%
Holding current value
$3.43 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
561
Shares Held
367M
Call Options Held
0
Put Options Held
0
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email