CJM Wealth Advisers, Ltd. CGDV Holdings History
CJM Wealth Advisers, Ltd.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 86,994.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $3.44 Mil. This investment constitutes 1.14% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.02% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q1. And since then CJM Wealth Advisers, Ltd. has made 4 purchases of CGDV, at an average price of $35.83, for a total of 86,994.00 shares. Based on historical transaction data and CGDV's current price of $40.63, CJM Wealth Advisers, Ltd.'s estimated gain on his CGDV holdings is $417,594.95, reflecting a 13.40% gain to date.
CJM Wealth Advisers, Ltd. CGDV ($40.63) Holding Chart
CJM Wealth Advisers, Ltd. CGDV ($40.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
