Advance Capital Management, Inc. CGDV Holdings History
Advance Capital Management, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Advance Capital Management, Inc. held 12.19 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $481.34 Mil. This investment constitutes 21.82% of their stock portfolio, and Advance Capital Management, Inc. now holds 2.61% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q2. And since then Advance Capital Management, Inc. has made 4 purchases of CGDV, at an average price of $33.44, for a total of 12.75 Mil shares. In addition, there have been 1 sales at an average price of $36.24 for 557,225.00 shares. Based on historical transaction data and CGDV's current price of $40.67, Advance Capital Management, Inc.'s estimated gain on his CGDV holdings is $89.67 Mil, reflecting a 21.04% gain to date.
Advance Capital Management, Inc. CGDV ($40.67) Holding Chart
Advance Capital Management, Inc. CGDV ($40.67) 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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