BlueChip Wealth Advisors LLC CGDG Holdings History
BlueChip Wealth Advisors LLC's Capital Group Dividend Growers ETF Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 120,927.00 shares of Capital Group Dividend Growers ETF(CGDG), totaling $3.74 Mil. This investment constitutes 1.83% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.19% of the outstanding Capital Group Dividend Growers ETF(CGDG) stock.
The initial trade took place in 2025Q1. And since then BlueChip Wealth Advisors LLC has made 1 purchases of CGDG, at an average price of $30.77, for a total of 120,927.00 shares. Based on historical transaction data and CGDG's current price of $33.55, BlueChip Wealth Advisors LLC's estimated gain on his CGDG holdings is $335,572.43, reflecting a 9.02% gain to date.
BlueChip Wealth Advisors LLC CGDG ($33.55) Holding Chart
BlueChip Wealth Advisors LLC CGDG ($33.55) 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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