Whipplewood Advisors, LLC Capital Group Divid Value ETF Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 8,752 shares of CGDV stock, worth $305,794. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,752
Previous 7,361 18.9%
Holding current value
$305,794
Previous $260 Million 16.18%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Apr 09, 2025
BUY
$34.95 - $37.36 $48,615 - $51,967
1,391 Added 18.9%
8,752 $302 Million
Q4 2024

Feb 04, 2025
BUY
$35.16 - $37.12 $258,812 - $273,240
7,361 New
7,361 $260 Million

Others Institutions Holding CGDV

# of Institutions
517
Shares Held
321M
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
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