Valley National Advisers Inc Capital Group Divid Value ETF Transaction History

Valley National Advisers Inc

  • $557 Million
  • Q4 2024

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 5,340 shares of CGDV stock, worth $193,681. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,340
Previous 4,192 27.39%
Holding current value
$193,681
Previous $151,000 23.84%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$35.16 - $37.12 $40,363 - $42,613
1,148 Added 27.39%
5,340 $187,000
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

# of Institutions
464
Shares Held
273M
Call Options Held
3K
Put Options Held
400
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email