Sovran Advisors, LLC Capital Group Divid Value ETF Transaction History

Sovran Advisors, LLC

  • $770 Billion
  • Q1 2025

A detailed history of Sovran Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 202,074 shares of CGDV stock, worth $7.02 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
202,074
Previous 158,458 27.53%
Holding current value
$7.02 Million
Previous $5.58 Billion 21.4%
% of portfolio
0.88%
Previous 0.79%

Shares

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

Apr 24, 2025
BUY
$34.95 - $37.36 $1.52 Million - $1.63 Million
43,616 Added 27.53%
202,074 $6.77 Billion
Q4 2024

Jan 29, 2025
BUY
$35.16 - $37.12 $5.57 Million - $5.88 Million
158,458 New
158,458 $5.58 Billion

Others Institutions Holding CGDV

# of Institutions
484
Shares Held
282M
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
Track This Portfolio

Track Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, 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 Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email