HighTower Advisors, LLC CGDV Holdings History
HighTower Advisors, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, HighTower Advisors, LLC held 2.49 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $88.86 Mil. This investment constitutes 0.12% of their stock portfolio, and HighTower Advisors, LLC now holds 0.59% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q1. And since then HighTower Advisors, LLC has made 7 purchases of CGDV, at an average price of $35.35, for a total of 2.57 Mil shares. In addition, there have been 2 sales at an average price of $29.97 for 76,031.00 shares. Based on historical transaction data and CGDV's current price of $40.62, HighTower Advisors, LLC's estimated gain on his CGDV holdings is $12.72 Mil, reflecting a 14.01% gain to date.
HighTower Advisors, LLC CGDV ($40.62) Holding Chart
HighTower Advisors, LLC CGDV ($40.62) 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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