Beta Wealth Group, Inc. CGDV Holdings History
Beta Wealth Group, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 224,686.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $8.01 Mil. This investment constitutes 2.88% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0.05% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. And since then Beta Wealth Group, Inc. has made 1 purchases of CGDV, at an average price of $36.32, for a total of 224,686.00 shares. Based on historical transaction data and CGDV's current price of $40.62, Beta Wealth Group, Inc.'s estimated gain on his CGDV holdings is $966,149.80, reflecting a 11.84% gain to date.
Beta Wealth Group, Inc. CGDV ($40.62) Holding Chart
Beta Wealth Group, Inc. CGDV ($40.62) 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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