Convergence Financial, LLC CGDV Holdings History
Convergence Financial, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 99,510.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $3.55 Mil. This investment constitutes 0.7% of their stock portfolio, and Convergence Financial, LLC now holds 0.02% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q3. And since then Convergence Financial, LLC has made 3 purchases of CGDV, at an average price of $36.22, for a total of 99,510.00 shares. Based on historical transaction data and CGDV's current price of $40.62, Convergence Financial, LLC's estimated gain on his CGDV holdings is $437,841.83, reflecting a 12.15% gain to date.
Convergence Financial, LLC CGDV ($40.62) Holding Chart
Convergence Financial, LLC CGDV ($40.62) 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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