Atlas Legacy Advisors, LLC CGDV Holdings History
Atlas Legacy Advisors, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 54,061.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $1.97 Mil. This investment constitutes 0.5% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.01% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $36.32 for 232,708.00 shares. Based on historical transaction data and CGDV's current price of $40.63, Atlas Legacy Advisors, LLC's estimated gain on his CGDV holdings is $212,929.08, reflecting a 2.04% gain to date.
Atlas Legacy Advisors, LLC CGDV ($40.63) Holding Chart
Atlas Legacy Advisors, 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 % | |||
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