Secure Asset Management, LLC Capital Group Divid Value ETF Transaction History

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025

A detailed history of Secure Asset Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 135,098 shares of CGDV stock, worth $5.48 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
135,098
Previous 97,029 39.23%
Holding current value
$5.48 Million
Previous $3.44 Million 55.09%
% of portfolio
1.03%
Previous 0.72%

Shares

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

Jul 10, 2025
BUY
$31.93 - $39.49 $1.22 Million - $1.5 Million
38,069 Added 39.23%
135,098 $5.34 Million
Q1 2025

Apr 10, 2025
BUY
$34.95 - $37.36 $1.37 Million - $1.47 Million
39,218 Added 67.84%
97,029 $3.44 Million
Q4 2024

Jan 17, 2025
BUY
$35.16 - $37.12 $2.03 Million - $2.15 Million
57,811 New
57,811 $2.04 Million

Others Institutions Holding CGDV

# of Institutions
542
Shares Held
334M
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
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email