Tyler Stone Wealth Management Capital Group Divid Value ETF Transaction History

Tyler Stone Wealth Management

$580 Million
Q2 2025

A detailed history of Tyler Stone Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 27,958 shares of CGDV stock, worth $1.17 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

27,958

Previous 21,649 29.14%

Holding current value

$1.17 Million

Previous $771,000 43.19%

% of portfolio

0.19%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$31.93 - $39.49 $201,446 - $249,142	6,309 Added 29.14%	27,958 $1.1 Million
Q1 2025 May 13, 2025	BUY	$34.95 - $37.36 $83,320 - $89,066	2,384 Added 12.37%	21,649 $771,000
Q4 2024 Feb 11, 2025	BUY	$35.16 - $37.12 $157,692 - $166,483	4,485 Added 30.35%	19,265 $679,000
Q3 2024 Nov 04, 2024	BUY	$32.96 - $36.48 $467,372 - $517,286	14,180 Added 2363.33%	14,780 $538,000
Q2 2024 Aug 14, 2024	BUY	$31.1 - $33.37 $18,660 - $20,022	600 New	600 $19,000

Others Institutions Holding CGDV

# of Institutions

579

Shares Held

375M

Call Options Held

Put Options Held

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About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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Tyler Stone Wealth Management Capital Group Divid Value ETF Transaction History