Kera Capital Partners, Inc. CGDV Holdings History
Kera Capital Partners, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Kera Capital Partners, Inc. held 340,960.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $13.46 Mil. This investment constitutes 2.65% of their stock portfolio, and Kera Capital Partners, Inc. now holds 0.07% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then Kera Capital Partners, Inc. has made 2 purchases of CGDV, at an average price of $36.38, for a total of 340,960.00 shares. Based on historical transaction data and CGDV's current price of $41.04, Kera Capital Partners, Inc.'s estimated gain on his CGDV holdings is $1.59 Mil, reflecting a 12.79% gain to date.
Kera Capital Partners, Inc. CGDV ($41.04) Holding Chart
Kera Capital Partners, Inc. CGDV ($41.04) 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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