Magnus Financial Group LLC CGDV Holdings History
Magnus Financial Group LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Magnus Financial Group LLC held 229,373.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $9.06 Mil. This investment constitutes 0.79% of their stock portfolio, and Magnus Financial Group LLC now holds 0.05% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q1. And since then Magnus Financial Group LLC has made 6 purchases of CGDV, at an average price of $35.08, for a total of 229,373.00 shares. Based on historical transaction data and CGDV's current price of $41.01, Magnus Financial Group LLC's estimated gain on his CGDV holdings is $1.36 Mil, reflecting a 16.92% gain to date.
Magnus Financial Group LLC CGDV ($41.01) Holding Chart
Magnus Financial Group LLC 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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