Capital Group Private Client Services, Inc. CGDV Holdings History
Capital Group Private Client Services, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Capital Group Private Client Services, Inc. held 8.22 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $293.04 Mil. This investment constitutes 2.86% of their stock portfolio, and Capital Group Private Client Services, Inc. now holds 1.93% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q1. And since then Capital Group Private Client Services, Inc. has made 13 purchases of CGDV, at an average price of $27.95, for a total of 8.22 Mil shares. Based on historical transaction data and CGDV's current price of $40.70, Capital Group Private Client Services, Inc.'s estimated gain on his CGDV holdings is $104.89 Mil, reflecting a 45.65% gain to date.
Capital Group Private Client Services, Inc. CGDV ($40.70) Holding Chart
Capital Group Private Client Services, Inc. CGDV ($40.70) 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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