Olistico Wealth, LLC CGDV Holdings History
Olistico Wealth, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 175,150.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $6.92 Mil. This investment constitutes 3.84% of their stock portfolio, and Olistico Wealth, LLC now holds 0.04% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then Olistico Wealth, LLC has made 9 purchases of CGDV, at an average price of $30.41, for a total of 175,150.00 shares. Based on historical transaction data and CGDV's current price of $40.61, Olistico Wealth, LLC's estimated gain on his CGDV holdings is $1.79 Mil, reflecting a 33.56% gain to date.
Olistico Wealth, LLC CGDV ($40.61) Holding Chart
Olistico Wealth, LLC CGDV ($40.61) 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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