D.A. DAVIDSON & CO. CGDV Holdings History
D.A. DAVIDSON & CO.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, D.A. DAVIDSON & CO. held 3.24 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $115.54 Mil. This investment constitutes 0.93% of their stock portfolio, and D.A. DAVIDSON & CO. now holds 0.76% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then D.A. DAVIDSON & CO. has made 12 purchases of CGDV, at an average price of $35.48, for a total of 3.24 Mil shares. Based on historical transaction data and CGDV's current price of $40.59, D.A. DAVIDSON & CO.'s estimated gain on his CGDV holdings is $16.58 Mil, reflecting a 14.41% gain to date.
D.A. DAVIDSON & CO. CGDV ($40.59) Holding Chart
D.A. DAVIDSON & CO. CGDV ($40.59) 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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