Ball & Co Wealth Management Inc. CGDV Holdings History
Ball & Co Wealth Management Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 216,052.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $7.70 Mil. This investment constitutes 8.25% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.05% 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 70,686.00 shares. Based on historical transaction data and CGDV's current price of $40.14, Ball & Co Wealth Management Inc.'s estimated gain on his CGDV holdings is $804,534.01, reflecting a 7.71% gain to date.
Ball & Co Wealth Management Inc. CGDV ($40.14) Holding Chart
Ball & Co Wealth Management Inc. CGDV ($40.14) 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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