Wealth Enhancement Advisory Services, LLC Capital Group Divid Value ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,619,216 shares of CGDV stock, worth $56.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,619,216
Previous 1,532,393 5.67%
Holding current value
$56.6 Million
Previous $54 Million 6.8%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$34.95 - $37.36 $3.03 Million - $3.24 Million
86,823 Added 5.67%
1,619,216 $57.7 Million
Q4 2024

Mar 17, 2025
BUY
$35.16 - $37.12 $5.61 Million - $5.92 Million
159,582 Added 11.62%
1,532,393 $54 Million
Q4 2024

Jan 10, 2025
SELL
$35.16 - $37.12 $14,696 - $15,516
-418 Reduced 0.03%
1,372,811 $48.4 Million
Q3 2024

Oct 23, 2024
BUY
$32.96 - $36.48 $10.4 Million - $11.5 Million
315,017 Added 29.77%
1,373,229 $50 Million
Q2 2024

Jul 16, 2024
BUY
$31.1 - $33.37 $7.29 Million - $7.82 Million
234,367 Added 28.45%
1,058,212 $34.9 Million
Q1 2024

Apr 15, 2024
BUY
$29.33 - $32.58 $1.29 Million - $1.44 Million
44,104 Added 5.66%
823,845 $26.8 Million
Q4 2023

Jan 30, 2024
BUY
$25.56 - $30.04 $1.9 Million - $2.24 Million
74,406 Added 10.55%
779,741 $23.3 Million
Q3 2023

Nov 13, 2023
BUY
$26.43 - $28.23 $18.6 Million - $19.9 Million
705,335 New
705,335 $18.7 Million

Others Institutions Holding CGDV

# of Institutions
492
Shares Held
290M
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
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