IMG Wealth Management, Inc. CGDV Holdings History
IMG Wealth Management, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, IMG Wealth Management, Inc. held 205,992.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $7.34 Mil. This investment constitutes 6.59% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.05% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of CGDV, at an average price of $36.39, for a total of 205,992.00 shares. Based on historical transaction data and CGDV's current price of $41.01, IMG Wealth Management, Inc.'s estimated gain on his CGDV holdings is $952,442.54, reflecting a 12.71% gain to date.
IMG Wealth Management, Inc. CGDV ($41.01) Holding Chart
IMG Wealth Management, 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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