Entruity Wealth, LLC CGDV Holdings History
Entruity Wealth, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Entruity Wealth, LLC held 374,995.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $13.36 Mil. This investment constitutes 12.6% of their stock portfolio, and Entruity Wealth, LLC now holds 0.09% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then Entruity Wealth, LLC has made 1 purchases of CGDV, at an average price of $36.39, for a total of 374,995.00 shares. Based on historical transaction data and CGDV's current price of $40.63, Entruity Wealth, LLC's estimated gain on his CGDV holdings is $1.59 Mil, reflecting a 11.65% gain to date.
Entruity Wealth, LLC CGDV ($40.63) Holding Chart
Entruity Wealth, LLC 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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