Winch Advisory Services, LLC Capital Group Divid Value ETF Transaction History

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025

A detailed history of Winch Advisory Services, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 2,784 shares of CGDV stock, worth $112,891. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,784
Previous 2,782 0.07%
Holding current value
$112,891
Previous $99,000 10.1%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 07, 2025
BUY
$31.93 - $39.49 $63 - $78
2 Added 0.07%
2,784 $109,000
Q4 2024

Jan 14, 2025
BUY
$35.16 - $37.12 $246 - $259
7 Added 0.25%
2,782 $98,000
Q3 2024

Oct 21, 2024
BUY
$32.96 - $36.48 $98 - $109
3 Added 0.11%
2,775 $101,000
Q2 2024

Jul 31, 2024
BUY
$31.1 - $33.37 $62 - $66
2 Added 0.07%
2,772 $91,000
Q4 2023

Jan 18, 2024
BUY
$25.56 - $30.04 $18,377 - $21,598
719 Added 35.06%
2,770 $82,000
Q1 2023

May 10, 2023
BUY
$23.52 - $25.15 $48,239 - $51,582
2,051 New
2,051 $51,000

Others Institutions Holding CGDV

# of Institutions
545
Shares Held
336M
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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