Continuum Advisory, LLC CGDV Holdings History
Continuum Advisory, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Continuum Advisory, LLC held 907,062.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $32.33 Mil. This investment constitutes 4.16% of their stock portfolio, and Continuum Advisory, LLC now holds 0.2% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then Continuum Advisory, LLC has made 8 purchases of CGDV, at an average price of $28.60, for a total of 907,062.00 shares. Based on historical transaction data and CGDV's current price of $40.61, Continuum Advisory, LLC's estimated gain on his CGDV holdings is $10.89 Mil, reflecting a 42.00% gain to date.
Continuum Advisory, LLC CGDV ($40.61) Holding Chart
Continuum Advisory, LLC CGDV ($40.61) 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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