Number of Shares
1.65 Mil
Current Holdings Value*
$58.10 Mil
% of Portfolio
11.23%
Total Estimate Gain
$17.44 Mil
% of Total Estimate Gain
32.53%

Dechtman Wealth Management, LLC's Capital Group Dividend Value ETF Holding Summary

As of 2024-12-31, Dechtman Wealth Management, LLC held 1.65 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $58.10 Mil. This investment constitutes 11.23% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.44% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.

The initial trade took place in 2023Q4. And since then Dechtman Wealth Management, LLC has made 3 purchases of CGDV, at an average price of $30.72, for a total of 1.75 Mil shares. In addition, there have been 2 sales at an average price of $35.69 for 97,530.00 shares. Based on historical transaction data and CGDV's current price of $41.01, Dechtman Wealth Management, LLC's estimated gain on his CGDV holdings is $17.44 Mil, reflecting a 32.53% gain to date.

Dechtman Wealth Management, LLC CGDV ($41.01) Holding Chart

Dechtman Wealth Management, LLC CGDV ($41.01) 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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