A detailed history of Wealthsource Partners, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,710 shares of CGDV stock, worth $318,611. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,710
Previous 8,710 -0.0%
Holding current value
$318,611
Previous $230,000 12.61%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

BUY
$23.52 - $25.15 $204,859 - $219,056
8,710 New
8,710 $217,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.