IFP Advisors, Inc CGDV Holdings History
IFP Advisors, Inc's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, IFP Advisors, Inc held 378,090.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $13.48 Mil. This investment constitutes 0.42% of their stock portfolio, and IFP Advisors, Inc now holds 0.09% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q1. And since then IFP Advisors, Inc has made 10 purchases of CGDV, at an average price of $33.55, for a total of 475,500.00 shares. In addition, there have been 3 sales at an average price of $27.44 for 97,410.00 shares. Based on historical transaction data and CGDV's current price of $41.01, IFP Advisors, Inc's estimated gain on his CGDV holdings is $2.23 Mil, reflecting a 13.96% gain to date.
IFP Advisors, Inc CGDV ($41.01) Holding Chart
IFP Advisors, Inc 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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