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

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

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 823,845 shares of CGDV stock, worth $27.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
823,845
Previous 779,741 5.66%
Holding current value
$27.5 Million
Previous $23.3 Million 15.07%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
307
Shares Held
155M
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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