Future Financial Wealth Managment LLC Capital Group Divid Value ETF Transaction History

Future Financial Wealth Managment LLC

  • $148 Million
  • Q4 2025

A detailed history of Future Financial Wealth Managment LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 138,539 shares of CGDV stock, worth $5.94 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
138,539
Previous 134,394 3.08%
Holding current value
$5.94 Million
Previous $5.65 Million 5.17%
% of portfolio
4.02%
Previous 3.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$41.33 - $43.47 $171,312 - $180,183
4,145 Added 3.08%
138,539 $5.94 Million
Q3 2025

Oct 15, 2025
BUY
$39.59 - $42.21 $5.32 Million - $5.67 Million
134,394 New
134,394 $5.65 Million

Others Institutions Holding CGDV

# of Institutions
637
Shares Held
425M
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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