Tradition Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 27,091 shares of CGDV stock, worth $965,252. This represents 0.09% of its overall portfolio holdings.

Number of Shares
27,091
Previous 26,227 3.29%
Holding current value
$965,252
Previous $955,000 -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$35.16 - $37.12 $30,378 - $32,071
864 Added 3.29%
27,091 $955,000
Q3 2024

Nov 14, 2024
BUY
$32.96 - $36.48 $38,530 - $42,645
1,169 Added 4.67%
26,227 $955,000
Q2 2024

Aug 12, 2024
BUY
$31.1 - $33.37 $15,052 - $16,151
484 Added 1.97%
25,058 $826,000
Q1 2024

May 13, 2024
BUY
$29.33 - $32.58 $43,819 - $48,674
1,494 Added 6.47%
24,574 $798,000
Q4 2023

Feb 12, 2024
BUY
$25.56 - $30.04 $51,247 - $60,230
2,005 Added 9.51%
23,080 $688,000
Q3 2023

Nov 13, 2023
BUY
$26.43 - $28.23 $3,145 - $3,359
119 Added 0.57%
21,075 $558,000
Q2 2023

Aug 14, 2023
BUY
$24.91 - $27.04 $28,123 - $30,528
1,129 Added 5.69%
20,956 $567,000
Q1 2023

May 11, 2023
BUY
$23.52 - $25.15 $443,657 - $474,404
18,863 Added 1956.74%
19,827 $494,000
Q4 2022

Feb 03, 2023
BUY
$20.81 - $24.38 $20,060 - $23,502
964 New
964 $23,000

Others Institutions Holding CGDV

# of Institutions
464
Shares Held
273M
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
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