New England Private Wealth Advisors LLC CGDV Holdings History
New England Private Wealth Advisors LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 358,314.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $12.77 Mil. This investment constitutes 1.97% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.08% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then New England Private Wealth Advisors LLC has made 8 purchases of CGDV, at an average price of $31.17, for a total of 358,314.00 shares. Based on historical transaction data and CGDV's current price of $40.18, New England Private Wealth Advisors LLC's estimated gain on his CGDV holdings is $3.23 Mil, reflecting a 28.91% gain to date.
New England Private Wealth Advisors LLC CGDV ($40.18) Holding Chart
New England Private Wealth Advisors LLC CGDV ($40.18) 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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