Triton Wealth Management, Pllc Capital Group Divid Value ETF Transaction History

Triton Wealth Management, Pllc

  • $217 Million
  • Q2 2025

A detailed history of Triton Wealth Management, Pllc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 7,393 shares of CGDV stock, worth $315,385. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,393
Previous 8,024 7.86%
Holding current value
$315,385
Previous $282,000 3.19%
% of portfolio
0.13%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$31.93 - $39.49 $20,147 - $24,918
-631 Reduced 7.86%
7,393 $291,000
Q4 2024

Mar 18, 2025
BUY
$35.16 - $37.12 $282,123 - $297,850
8,024 New
8,024 $282,000

Others Institutions Holding CGDV

# of Institutions
589
Shares Held
377M
Call Options Held
0
Put Options Held
0
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 Triton Wealth Management, Pllc Portfolio

Follow Triton Wealth Management, Pllc 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 Triton Wealth Management, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Triton Wealth Management, Pllc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email