Wfa Of San Diego, LLC Capital Group Divid Value ETF Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 29,027 shares of CGDV stock, worth $1.22 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
29,027
Previous 18,185 59.62%
Holding current value
$1.22 Million
Previous $662,000 73.11%
% of portfolio
0.87%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$31.93 - $39.49 $346,185 - $428,150
10,842 Added 59.62%
29,027 $1.15 Million
Q3 2024

Nov 13, 2024
BUY
$32.96 - $36.48 $599,377 - $663,388
18,185 New
18,185 $662,000

Others Institutions Holding CGDV

# of Institutions
589
Shares Held
377M
Call Options Held
0
Put Options Held
0
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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