A detailed history of Valley National Advisers Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Valley National Advisers Inc holds 4,192 shares of CGDV stock, worth $151,163. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,192
Previous 695 503.17%
Holding current value
$151,163
Previous $22,000 586.36%
% of portfolio
0.03%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$32.96 - $36.48 $115,261 - $127,570
3,497 Added 503.17%
4,192 $151,000
Q1 2024

Apr 19, 2024

BUY
$29.33 - $32.58 $20,384 - $22,643
695 New
695 $22,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.