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

Secure Asset Management, LLC

  • $585 Million
  • Q3 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 168,965 shares of CGDV stock, worth $7.08 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
168,965
Previous 135,098 25.07%
Holding current value
$7.08 Million
Previous $5.34 Million 33.1%
% of portfolio
1.21%
Previous 1.03%

Shares

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

Oct 09, 2025
BUY
$39.59 - $42.21 $1.34 Million - $1.43 Million
33,867 Added 25.07%
168,965 $7.1 Million
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
579
Shares Held
375M
Call Options Held
0
Put Options Held
0
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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