Synergy Investment Management, LLC Capital Group Divid Value ETF Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 148,127 shares of CGDV stock, worth $5.51 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
148,127
Previous 129,125 14.72%
Holding current value
$5.51 Million
Previous $4.55 Billion 15.95%
% of portfolio
2.2%
Previous 1.96%

Shares

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

Apr 29, 2025
BUY
$34.95 - $37.36 $664,119 - $709,914
19,002 Added 14.72%
148,127 $5.28 Billion
Q4 2024

Feb 06, 2025
BUY
$35.16 - $37.12 $4.54 Million - $4.79 Million
129,125 New
129,125 $4.55 Billion

Others Institutions Holding CGDV

# of Institutions
517
Shares Held
320M
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
Track This Portfolio

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, 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 Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email