First Heartland Consultants, Inc. CGDV Holdings History
First Heartland Consultants, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, First Heartland Consultants, Inc. held 240,137.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $8.56 Mil. This investment constitutes 0.88% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.06% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q3. And since then First Heartland Consultants, Inc. has made 6 purchases of CGDV, at an average price of $34.63, for a total of 240,137.00 shares. Based on historical transaction data and CGDV's current price of $40.61, First Heartland Consultants, Inc.'s estimated gain on his CGDV holdings is $1.44 Mil, reflecting a 17.28% gain to date.
First Heartland Consultants, Inc. CGDV ($40.61) Holding Chart
First Heartland Consultants, Inc. CGDV ($40.61) 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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