Core Wealth Advisors, Inc. CGDV Holdings History
Core Wealth Advisors, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 251,125.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $8.95 Mil. This investment constitutes 2.85% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.06% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. And since then Core Wealth Advisors, Inc. has made 1 purchases of CGDV, at an average price of $36.32, for a total of 251,125.00 shares. Based on historical transaction data and CGDV's current price of $40.67, Core Wealth Advisors, Inc.'s estimated gain on his CGDV holdings is $1.09 Mil, reflecting a 11.98% gain to date.
Core Wealth Advisors, Inc. CGDV ($40.67) Holding Chart
Core Wealth Advisors, Inc. CGDV ($40.67) 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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