Westside Investment Management, Inc. Capital Group Divid Value ETF Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 3,900 shares of CGDV stock, worth $138,294. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,900
Previous 230 1595.65%
Holding current value
$138,294
Previous $8.38 Million 1540.78%
% of portfolio
0.03%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$35.16 - $37.12 $129,037 - $136,230
3,670 Added 1595.65%
3,900 $138 Million
Q3 2024

Nov 20, 2024
BUY
$32.96 - $36.48 $988 - $1,094
30 Added 15.0%
230 $8.38 Million
Q2 2024

Jul 17, 2024
BUY
$31.1 - $33.37 $6,220 - $6,673
200 New
200 $6.6 Million

Others Institutions Holding CGDV

# of Institutions
468
Shares Held
273M
Call Options Held
3K
Put Options Held
400
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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