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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