Wealthcare Capital Partners, LLC Capital Group Divid Value ETF Transaction History

Wealthcare Capital Partners, LLC

  • $218 Billion
  • Q3 2025

A detailed history of Wealthcare Capital Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthcare Capital Partners, LLC holds 33,096 shares of CGDV stock, worth $1.42 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
33,096
Previous 24,241 36.53%
Holding current value
$1.42 Million
Previous $957 Million 45.31%
% of portfolio
0.64%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$39.59 - $42.21 $350,569 - $373,769
8,855 Added 36.53%
33,096 $1.39 Billion
Q2 2025

Jul 22, 2025
BUY
$31.93 - $39.49 $437,441 - $541,013
13,700 Added 129.97%
24,241 $957 Million
Q1 2025

Apr 14, 2025
BUY
$34.95 - $37.36 $368,407 - $393,811
10,541 New
10,541 $376 Million

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
420M
Call Options Held
0
Put Options Held
8.7K
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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