Delta Financial Group, Inc. CGDV Holdings History
Delta Financial Group, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Delta Financial Group, Inc. held 188,067.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $6.86 Mil. This investment constitutes 1.57% of their stock portfolio, and Delta Financial Group, Inc. now holds 0.04% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then Delta Financial Group, Inc. has made 8 purchases of CGDV, at an average price of $31.29, for a total of 188,067.00 shares. Based on historical transaction data and CGDV's current price of $40.63, Delta Financial Group, Inc.'s estimated gain on his CGDV holdings is $1.76 Mil, reflecting a 29.84% gain to date.
Delta Financial Group, Inc. CGDV ($40.63) Holding Chart
Delta Financial Group, Inc. CGDV ($40.63) 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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