ROTHSCHILD INVESTMENT LLC CGDG Holdings History
ROTHSCHILD INVESTMENT LLC's Capital Group Dividend Growers ETF Holding Summary
As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 496,780.00 shares of Capital Group Dividend Growers ETF(CGDG), totaling $15.35 Mil. This investment constitutes 1.03% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.8% of the outstanding Capital Group Dividend Growers ETF(CGDG) stock.
The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 5 purchases of CGDG, at an average price of $28.78, for a total of 496,780.00 shares. Based on historical transaction data and CGDG's current price of $33.99, ROTHSCHILD INVESTMENT LLC's estimated gain on his CGDG holdings is $2.59 Mil, reflecting a 18.09% gain to date.
ROTHSCHILD INVESTMENT LLC CGDG ($33.99) Holding Chart
ROTHSCHILD INVESTMENT LLC CGDG ($33.99) 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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