Obsidian Personal Planning Solutions LLC Capital Group Divid Value ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $283 Million
  • Q3 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 11,924 shares of CGDV stock, worth $511,301. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,924
Previous 11,449 4.15%
Holding current value
$511,301
Previous $452,000 10.84%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 12, 2025
BUY
$39.59 - $42.21 $18,805 - $20,049
475 Added 4.15%
11,924 $501,000
Q2 2025

Aug 13, 2025
BUY
$31.93 - $39.49 $40,678 - $50,310
1,274 Added 12.52%
11,449 $452,000
Q4 2024

Feb 13, 2025
BUY
$35.16 - $37.12 $33,753 - $35,635
960 Added 10.42%
10,175 $358,000
Q1 2024

May 09, 2024
BUY
$29.33 - $32.58 $270,275 - $300,224
9,215 New
9,215 $299,000

Others Institutions Holding CGDV

# of Institutions
620
Shares Held
422M
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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