Modern Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2001900
KANSAS CITY, MO
All Filings in CGDV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,429,939 | 455,153 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $19,395,899 | 455,945 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $26,718,327 | 612,244 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,501,953 | 606,756 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,223,323 | 613,404 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $19,493,547 | 546,957 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $3,773,489 | 107,019 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 | $2,935,825 | 80,566 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $2,495,724 | 75,628 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $1,657,012 | 50,985 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||