IAM Advisory, LLC CGDV Holdings History
IAM Advisory, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, IAM Advisory, LLC held 479,521.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $18.94 Mil. This investment constitutes 4.55% of their stock portfolio, and IAM Advisory, LLC now holds 0.1% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then IAM Advisory, LLC has made 3 purchases of CGDV, at an average price of $36.30, for a total of 479,521.00 shares. Based on historical transaction data and CGDV's current price of $41.01, IAM Advisory, LLC's estimated gain on his CGDV holdings is $2.26 Mil, reflecting a 12.97% gain to date.
IAM Advisory, LLC CGDV ($41.01) Holding Chart
IAM Advisory, LLC CGDV ($41.01) 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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