Erickson Financial Group, LLC CGDV Holdings History
Erickson Financial Group, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 828,492.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $29.53 Mil. This investment constitutes 22.04% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.19% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q4. And since then Erickson Financial Group, LLC has made 9 purchases of CGDV, at an average price of $26.49, for a total of 832,045.00 shares. In addition, there have been 1 sales at an average price of $36.32 for 3,553.00 shares. Based on historical transaction data and CGDV's current price of $40.59, Erickson Financial Group, LLC's estimated gain on his CGDV holdings is $11.72 Mil, reflecting a 53.18% gain to date.
Erickson Financial Group, LLC CGDV ($40.59) Holding Chart
Erickson Financial Group, LLC CGDV ($40.59) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
