Confluence Wealth Services, Inc. CGDV Holdings History
Confluence Wealth Services, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 5.09 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $172.33 Mil. This investment constitutes 10.86% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 1.15% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then Confluence Wealth Services, Inc. has made 12 purchases of CGDV, at an average price of $28.38, for a total of 5.09 Mil shares. Based on historical transaction data and CGDV's current price of $40.63, Confluence Wealth Services, Inc.'s estimated gain on his CGDV holdings is $62.37 Mil, reflecting a 43.17% gain to date.
Confluence Wealth Services, Inc. CGDV ($40.63) Holding Chart
Confluence Wealth Services, Inc. CGDV ($40.63) 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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