Obsidian Personal Planning Solutions LLC Capital Group Divid Value ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 10,175 shares of CGDV stock, worth $366,198. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,175
Previous 9,215 10.42%
Holding current value
$366,198
Previous $335,000 6.87%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Feb 13, 2025
BUY
$35.16 - $37.12 $33,753 - $35,635
960 Added 10.42%
10,175 $358,000
Q1 2024

May 09, 2024
BUY
$29.33 - $32.58 $270,275 - $300,224
9,215 New
9,215 $299,000

Others Institutions Holding CGDV

# of Institutions
466
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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