Stratos Wealth Advisors, LLC Capital Group Divid Value ETF Transaction History

Stratos Wealth Advisors, LLC

  • $1.75 Billion
  • Q1 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 55,756 shares of CGDV stock, worth $2.06 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
55,756
Previous 54,443 2.41%
Holding current value
$2.06 Million
Previous $1.92 Million 3.54%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Apr 30, 2025
BUY
$34.95 - $37.36 $45,889 - $49,053
1,313 Added 2.41%
55,756 $1.99 Million
Q4 2024

Jan 27, 2025
BUY
$35.16 - $37.12 $15,786 - $16,666
449 Added 0.83%
54,443 $1.92 Million
Q3 2024

Oct 17, 2024
BUY
$32.96 - $36.48 $51,483 - $56,981
1,562 Added 2.98%
53,994 $1.97 Million
Q2 2024

Jul 24, 2024
BUY
$31.1 - $33.37 $1.63 Million - $1.75 Million
52,432 New
52,432 $1.73 Million

Others Institutions Holding CGDV

# of Institutions
518
Shares Held
323M
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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