DB Wealth Management Group, LLC CGDV Holdings History
DB Wealth Management Group, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 340,377.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $10.16 Mil. This investment constitutes 5.77% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.43% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then DB Wealth Management Group, LLC has made 3 purchases of CGDV, at an average price of $26.43, for a total of 340,377.00 shares. Based on historical transaction data and CGDV's current price of $40.61, DB Wealth Management Group, LLC's estimated gain on his CGDV holdings is $4.83 Mil, reflecting a 53.68% gain to date.
DB Wealth Management Group, LLC CGDV ($40.61) Holding Chart
DB Wealth Management Group, 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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