KPP Advisory Services LLC CGDV Holdings History
KPP Advisory Services LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, KPP Advisory Services LLC held - shares of Capital Group Dividend Value ETF(CGDV), totaling N/A. This investment constitutes 0% of their stock portfolio, and KPP Advisory Services LLC now holds 0% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 4 purchases of CGDV, at an average price of $32.25, for a total of 305,720.00 shares. In addition, there have been 3 sales at an average price of $35.15 for 305,720.00 shares. Based on historical transaction data and CGDV's current price of $40.95, KPP Advisory Services LLC's estimated gain on his CGDV holdings is $887,305.83, reflecting a 9.00% gain to date.
KPP Advisory Services LLC CGDV ($40.95) Holding Chart
KPP Advisory Services LLC CGDV ($40.95) 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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