FinDec Wealth Services, Inc. CGDV Holdings History
FinDec Wealth Services, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 42,799.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $1.53 Mil. This investment constitutes 1.51% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.01% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 6 purchases of CGDV, at an average price of $25.83, for a total of 415,288.00 shares. In addition, there have been 3 sales at an average price of $36.25 for 372,489.00 shares. Based on historical transaction data and CGDV's current price of $39.97, FinDec Wealth Services, Inc.'s estimated gain on his CGDV holdings is $4.49 Mil, reflecting a 41.84% gain to date.
FinDec Wealth Services, Inc. CGDV ($39.97) Holding Chart
FinDec Wealth Services, Inc. CGDV ($39.97) 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
