Lodestone Wealth Management LLC CGDV Holdings History
Lodestone Wealth Management LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 119,364.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $4.25 Mil. This investment constitutes 2.26% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.03% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 8 purchases of CGDV, at an average price of $28.09, for a total of 127,787.00 shares. In addition, there have been 1 sales at an average price of $24.47 for 8,423.00 shares. Based on historical transaction data and CGDV's current price of $39.30, Lodestone Wealth Management LLC's estimated gain on his CGDV holdings is $1.31 Mil, reflecting a 36.45% gain to date.
Lodestone Wealth Management LLC CGDV ($39.30) Holding Chart
Lodestone Wealth Management LLC CGDV ($39.30) 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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