Main Line Retirement Advisors, LLC CGDV Holdings History
Main Line Retirement Advisors, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Main Line Retirement Advisors, LLC held 502,516.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $19.84 Mil. This investment constitutes 11.3% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 0.11% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then Main Line Retirement Advisors, LLC has made 6 purchases of CGDV, at an average price of $32.10, for a total of 804,367.00 shares. In addition, there have been 1 sales at an average price of $36.39 for 301,851.00 shares. Based on historical transaction data and CGDV's current price of $41.04, Main Line Retirement Advisors, LLC's estimated gain on his CGDV holdings is $5.79 Mil, reflecting a 22.42% gain to date.
Main Line Retirement Advisors, LLC CGDV ($41.04) Holding Chart
Main Line Retirement Advisors, LLC 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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