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

Wealthgarden F.S. LLC

$94.9 Billion
Q2 2024

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 10,032 shares of CGDV stock, worth $370,481. This represents 0.35% of its overall portfolio holdings.

Number of Shares

10,032

Holding current value

$370,481

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

384

Shares Held

207M

Call Options Held

Put Options Held

6.01K

Capital International Investors Los Angeles, CA

22.3M
Shares

$823 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$597 Million
0.27% of portfolio
Advance Capital Management, Inc. Southfield, MI

10.8M
Shares

$398 Million
23.28% of portfolio
Envestnet Asset Management Inc

9.8M
Shares

$362 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9.65M
Shares

$357 Million
0.48% of portfolio

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

More about CGDV

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