Secure Asset Management, LLC Capital Group Divid Value ETF Transaction History
Secure Asset Management, LLC
- $477 Million
- Q1 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 97,029 shares of CGDV stock, worth $3.37 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
97,029
Previous 57,811
67.84%
Holding current value
$3.37 Million
Previous $2.04 Million
68.79%
% of portfolio
0.72%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
484Shares Held
282MCall Options Held
3KPut Options Held
400-
Capital International Investors Los Angeles, CA23.5MShares$817 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC22MShares$763 Million0.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL17.1MShares$592 Million0.23% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.7MShares$443 Million27.2% of portfolio
-
Northwestern Mutual Wealth Management CO11.6MShares$403 Million0.35% of portfolio