Ridgeline Wealth Planning, LLC CGDV Holdings History
Ridgeline Wealth Planning, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 240,249.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $8.56 Mil. This investment constitutes 8.41% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.06% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of CGDV, at an average price of $36.39, for a total of 240,249.00 shares. Based on historical transaction data and CGDV's current price of $40.82, Ridgeline Wealth Planning, LLC's estimated gain on his CGDV holdings is $1.06 Mil, reflecting a 12.17% gain to date.
Ridgeline Wealth Planning, LLC CGDV ($40.82) Holding Chart
Ridgeline Wealth Planning, LLC CGDV ($40.82) 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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