Curtis Advisory Group, LLC CGDV Holdings History
Curtis Advisory Group, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 47,036.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $1.68 Mil. This investment constitutes 0.49% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.01% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. And since then Curtis Advisory Group, LLC has made 1 purchases of CGDV, at an average price of $36.32, for a total of 47,036.00 shares. Based on historical transaction data and CGDV's current price of $40.67, Curtis Advisory Group, LLC's estimated gain on his CGDV holdings is $204,606.60, reflecting a 11.98% gain to date.
Curtis Advisory Group, LLC CGDV ($40.67) Holding Chart
Curtis Advisory Group, LLC 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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