AA Financial Advisors, LLC CGDV Holdings History
AA Financial Advisors, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 686,813.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $27.12 Mil. This investment constitutes 5.84% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.15% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 6 purchases of CGDV, at an average price of $33.53, for a total of 686,813.00 shares. Based on historical transaction data and CGDV's current price of $40.95, AA Financial Advisors, LLC's estimated gain on his CGDV holdings is $5.09 Mil, reflecting a 22.11% gain to date.
AA Financial Advisors, LLC CGDV ($40.95) Holding Chart
AA Financial Advisors, LLC CGDV ($40.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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