Advance Capital Management, Inc. CGDG Holdings History
Advance Capital Management, Inc.'s Capital Group Dividend Growers ETF Holding Summary
As of 2025-06-30, Advance Capital Management, Inc. held 2.67 Mil shares of Capital Group Dividend Growers ETF(CGDG), totaling $89.78 Mil. This investment constitutes 4.07% of their stock portfolio, and Advance Capital Management, Inc. now holds 3.45% of the outstanding Capital Group Dividend Growers ETF(CGDG) stock.
The initial trade took place in 2025Q2. And since then Advance Capital Management, Inc. has made 1 purchases of CGDG, at an average price of $31.76, for a total of 2.67 Mil shares. Based on historical transaction data and CGDG's current price of $33.97, Advance Capital Management, Inc.'s estimated gain on his CGDG holdings is $5.89 Mil, reflecting a 6.94% gain to date.
Advance Capital Management, Inc. CGDG ($33.97) Holding Chart
Advance Capital Management, Inc. CGDG ($33.97) 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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