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 $3.71 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
97,029
Previous 57,811 67.84%
Holding current value
$3.71 Million
Previous $2.04 Million 68.79%
% of portfolio
0.72%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
518
Shares Held
323M
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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