Johnson Bixby & Associates, LLC CGDV Holdings History
Johnson Bixby & Associates, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Johnson Bixby & Associates, LLC held 1.97 Mil shares of Capital Group Dividend Value ETF(CGDV), totaling $77.74 Mil. This investment constitutes 10.68% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 0.42% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then Johnson Bixby & Associates, LLC has made 10 purchases of CGDV, at an average price of $27.60, for a total of 2.20 Mil shares. In addition, there have been 3 sales at an average price of $26.91 for 227,286.00 shares. Based on historical transaction data and CGDV's current price of $40.63, Johnson Bixby & Associates, LLC's estimated gain on his CGDV holdings is $25.49 Mil, reflecting a 42.07% gain to date.
Johnson Bixby & Associates, LLC CGDV ($40.63) Holding Chart
Johnson Bixby & Associates, LLC CGDV ($40.63) 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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