AVAII WEALTH MANAGEMENT, LLC CGDV Holdings History
AVAII WEALTH MANAGEMENT, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 643,338.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $25.41 Mil. This investment constitutes 11.29% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. And since then AVAII WEALTH MANAGEMENT, LLC has made 2 purchases of CGDV, at an average price of $36.31, for a total of 643,338.00 shares. Based on historical transaction data and CGDV's current price of $40.63, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his CGDV holdings is $2.78 Mil, reflecting a 11.88% gain to date.
AVAII WEALTH MANAGEMENT, LLC CGDV ($40.63) Holding Chart
AVAII WEALTH MANAGEMENT, LLC CGDV ($40.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
