Transform Wealth, LLC Capital Group Divid Value ETF Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

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 85,858 shares of CGDV stock, worth $3.68 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
85,858
Previous 96,141 10.7%
Holding current value
$3.68 Million
Previous $3.39 Million 10.18%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Apr 15, 2025
SELL
$34.95 - $37.36 $359,390 - $384,172
-10,283 Reduced 10.7%
85,858 $3.04 Million
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
617
Shares Held
420M
Call Options Held
0
Put Options Held
8.7K
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 Transform Wealth, LLC Portfolio

Follow Transform Wealth, 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 Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email