Bill Few Associates, Inc. CGDV Holdings History
Number of Shares
102,163.00
Current Holdings Value*
$3.64 Mil
% of Portfolio
1.3%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
45.84%
Bill Few Associates, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Bill Few Associates, Inc. held 102,163.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $3.64 Mil. This investment constitutes 1.3% of their stock portfolio, and Bill Few Associates, Inc. now holds 0.02% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q4. And since then Bill Few Associates, Inc. has made 10 purchases of CGDV, at an average price of $28.14, for a total of 102,163.00 shares. Based on historical transaction data and CGDV's current price of $41.04, Bill Few Associates, Inc.'s estimated gain on his CGDV holdings is $1.32 Mil, reflecting a 45.84% gain to date.
Bill Few Associates, Inc. CGDV ($41.04) Holding Chart
Bill Few Associates, Inc. CGDV ($41.04) 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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