Dechtman Wealth Management, LLC CGDV Holdings History
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 $41.04, Dechtman Wealth Management, LLC's estimated gain on his CGDV holdings is $17.49 Mil, reflecting a 32.62% gain to date.
Dechtman Wealth Management, LLC CGDV ($41.04) Holding Chart
Dechtman Wealth Management, LLC CGDV ($41.04) 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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