Clearview Wealth Advisors LLC CGDV Holdings History
Clearview Wealth Advisors LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held 260,228.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $9.27 Mil. This investment constitutes 6.93% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.06% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q2. And since then Clearview Wealth Advisors LLC has made 3 purchases of CGDV, at an average price of $32.88, for a total of 272,364.00 shares. In addition, there have been 1 sales at an average price of $36.32 for 12,136.00 shares. Based on historical transaction data and CGDV's current price of $39.44, Clearview Wealth Advisors LLC's estimated gain on his CGDV holdings is $1.75 Mil, reflecting a 19.53% gain to date.
Clearview Wealth Advisors LLC CGDV ($39.44) Holding Chart
Clearview Wealth Advisors LLC CGDV ($39.44) 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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