Fermata Advisors, LLC CGDV Holdings History
Fermata Advisors, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 195,159.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $7.71 Mil. This investment constitutes 2.06% of their stock portfolio, and Fermata Advisors, LLC now holds 0.04% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q3. And since then Fermata Advisors, LLC has made 3 purchases of CGDV, at an average price of $36.34, for a total of 196,053.00 shares. In addition, there have been 1 sales at an average price of $36.24 for 894.00 shares. Based on historical transaction data and CGDV's current price of $40.95, Fermata Advisors, LLC's estimated gain on his CGDV holdings is $898,358.44, reflecting a 12.61% gain to date.
Fermata Advisors, LLC CGDV ($40.95) Holding Chart
Fermata Advisors, LLC CGDV ($40.95) 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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