Cetera Investment Advisers CGDV Holdings History
Cetera Investment Advisers's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Cetera Investment Advisers held 10.12 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $360.67 Mil. This investment constitutes 0.7% of their stock portfolio, and Cetera Investment Advisers now holds 2.38% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q3. And since then Cetera Investment Advisers has made 11 purchases of CGDV, at an average price of $32.91, for a total of 10.12 Mil shares. Based on historical transaction data and CGDV's current price of $38.91, Cetera Investment Advisers's estimated gain on his CGDV holdings is $60.72 Mil, reflecting a 18.23% gain to date.
Cetera Investment Advisers CGDV ($38.91) Holding Chart
Cetera Investment Advisers CGDV ($38.91) 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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