Transform Wealth, LLC Capital Group Divid Value ETF Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 96,141 shares of CGDV stock, worth $3.44 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
96,141
Previous 54,249 77.22%
Holding current value
$3.44 Million
Previous $1.98 Million 71.51%
% of portfolio
0.19%
Previous 0.14%

Shares

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

Jan 16, 2025
BUY
$35.16 - $37.12 $1.47 Million - $1.56 Million
41,892 Added 77.22%
96,141 $3.39 Million
Q3 2024

Oct 15, 2024
SELL
$32.96 - $36.48 $131,609 - $145,664
-3,993 Reduced 6.86%
54,249 $1.98 Million
Q2 2024

Jul 15, 2024
BUY
$31.1 - $33.37 $1.81 Million - $1.94 Million
58,242 New
58,242 $1.92 Million

Others Institutions Holding CGDV

# of Institutions
465
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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