Platt Wealth Management LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2109497
SAN DIEGO, CA
All Filings in CGDV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,086,714 | 427,896 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,793,375 | 418,274 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,341,019 | 420,280 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||