Wealthgarden F.S. LLC Capital Group Divid Value ETF Transaction History

Wealthgarden F.S. LLC

  • $104 Billion
  • Q1 2025

A detailed history of Wealthgarden F.S. LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 9,830 shares of CGDV stock, worth $343,460. This represents 0.34% of its overall portfolio holdings.

Number of Shares
9,830
Previous 9,833 0.03%
Holding current value
$343,460
Previous $347 Million 1.05%
% of portfolio
0.34%
Previous 0.32%

Shares

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

May 02, 2025
SELL
$34.95 - $37.36 $104 - $112
-3 Reduced 0.03%
9,830 $350 Million
Q4 2024

Feb 03, 2025
SELL
$35.16 - $37.12 $6,961 - $7,349
-198 Reduced 1.97%
9,833 $347 Million
Q3 2024

Nov 14, 2024
SELL
$32.96 - $36.48 $666,846 - $738,063
-20,232 Reduced 66.85%
10,031 $366 Million
Q3 2024

Nov 12, 2024
BUY
$32.96 - $36.48 $666,813 - $738,026
20,231 Added 201.66%
30,263 $1.1 Billion
Q2 2024

Aug 07, 2024
BUY
$31.1 - $33.37 $311,995 - $334,767
10,032 New
10,032 $331 Million

Others Institutions Holding CGDV

# of Institutions
517
Shares Held
320M
Call Options Held
200
Put Options Held
14.3K
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 Wealthgarden F.S. LLC Portfolio

Follow Wealthgarden F.S. LLC 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 Wealthgarden F.S. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgarden F.S. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email