BetterWealth, LLC CGDV Holdings History
BetterWealth, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, BetterWealth, LLC held 203,761.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $7.26 Mil. This investment constitutes 2.04% of their stock portfolio, and BetterWealth, LLC now holds 0.05% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then BetterWealth, LLC has made 2 purchases of CGDV, at an average price of $36.38, for a total of 203,761.00 shares. Based on historical transaction data and CGDV's current price of $40.50, BetterWealth, LLC's estimated gain on his CGDV holdings is $838,886.48, reflecting a 11.32% gain to date.
BetterWealth, LLC CGDV ($40.50) Holding Chart
BetterWealth, LLC CGDV ($40.50) 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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