Beacon Financial Advisory LLC CGDV Holdings History
Beacon Financial Advisory LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 392,614.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $15.50 Mil. This investment constitutes 4.01% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.08% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q1. And since then Beacon Financial Advisory LLC has made 10 purchases of CGDV, at an average price of $33.11, for a total of 392,614.00 shares. Based on historical transaction data and CGDV's current price of $40.95, Beacon Financial Advisory LLC's estimated gain on his CGDV holdings is $3.08 Mil, reflecting a 23.67% gain to date.
Beacon Financial Advisory LLC CGDV ($40.95) Holding Chart
Beacon Financial Advisory LLC CGDV ($40.95) 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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