FSA WEALTH PARTNERS, INC. CGDV Holdings History
FSA WEALTH PARTNERS, INC.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 262,822.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $9.37 Mil. This investment constitutes 3.54% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.06% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q4. And since then FSA WEALTH PARTNERS, INC. has made 3 purchases of CGDV, at an average price of $31.30, for a total of 1.02 Mil shares. In addition, there have been 3 sales at an average price of $36.14 for 753,297.00 shares. Based on historical transaction data and CGDV's current price of $40.63, FSA WEALTH PARTNERS, INC.'s estimated gain on his CGDV holdings is $6.10 Mil, reflecting a 19.17% gain to date.
FSA WEALTH PARTNERS, INC. CGDV ($40.63) Holding Chart
FSA WEALTH PARTNERS, 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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