Quantum Financial Planning Services, Inc. Capital Group Divid Value ETF Transaction History

Quantum Financial Planning Services, Inc.

  • $247 Billion
  • Q3 2025

A detailed history of Quantum Financial Planning Services, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 128,325 shares of CGDV stock, worth $5.5 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
128,325
Previous 114,223 12.35%
Holding current value
$5.5 Million
Previous $4.51 Billion 19.57%
% of portfolio
2.18%
Previous 2.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$39.59 - $42.21 $558,298 - $595,245
14,102 Added 12.35%
128,325 $5.39 Billion
Q2 2025

Jul 25, 2025
BUY
$31.93 - $39.49 $3.65 Million - $4.51 Million
114,223 New
114,223 $4.51 Billion

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
420M
Call Options Held
0
Put Options Held
8.7K
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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