Confluence Wealth Services, Inc. CGDG Holdings History
Confluence Wealth Services, Inc.'s Capital Group Dividend Growers ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 1.57 Mil shares of Capital Group Dividend Growers ETF(CGDG), totaling $47.85 Mil. This investment constitutes 3.02% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 2.54% of the outstanding Capital Group Dividend Growers ETF(CGDG) stock.
The initial trade took place in 2024Q1. And since then Confluence Wealth Services, Inc. has made 5 purchases of CGDG, at an average price of $28.66, for a total of 1.57 Mil shares. Based on historical transaction data and CGDG's current price of $33.78, Confluence Wealth Services, Inc.'s estimated gain on his CGDG holdings is $8.03 Mil, reflecting a 17.86% gain to date.
Confluence Wealth Services, Inc. CGDG ($33.78) Holding Chart
Confluence Wealth Services, Inc. CGDG ($33.78) 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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