Transform Wealth, LLC Capital Group Divid Value ETF Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 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 54,249 shares of CGDV stock, worth $1.95 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
54,249
Previous 58,242 6.86%
Holding current value
$1.95 Million
Previous $1.92 Million 2.86%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
381
Shares Held
201M
Call Options Held
0
Put Options Held
6.01K
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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