Code Waechter LLC CGDV Holdings History
Code Waechter LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Code Waechter LLC held 166,774.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $5.94 Mil. This investment constitutes 4.88% of their stock portfolio, and Code Waechter LLC now holds 0.04% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then Code Waechter LLC has made 2 purchases of CGDV, at an average price of $36.38, for a total of 166,774.00 shares. Based on historical transaction data and CGDV's current price of $39.44, Code Waechter LLC's estimated gain on his CGDV holdings is $509,698.52, reflecting a 8.40% gain to date.
Code Waechter LLC CGDV ($39.44) Holding Chart
Code Waechter 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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