Wcg Wealth Advisors LLC Capital Group Divid Value ETF Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 22,753 shares of CGDV stock, worth $953,350. This represents 0.06% of its overall portfolio holdings.

Number of Shares
22,753
Previous 19,006 19.71%
Holding current value
$953,350
Previous $677,000 32.64%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 13, 2025
BUY
$31.93 - $39.49 $119,641 - $147,969
3,747 Added 19.71%
22,753 $898,000
Q1 2025

May 14, 2025
BUY
$34.95 - $37.36 $129,594 - $138,530
3,708 Added 24.24%
19,006 $677,000
Q4 2024

Feb 18, 2025
BUY
$35.16 - $37.12 $537,877 - $567,861
15,298 New
15,298 $539,000

Others Institutions Holding CGDV

# of Institutions
587
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
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