Number of Shares
176,663.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
4.29%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
34.84%

SEAMOUNT FINANCIAL GROUP INC's Capital Group Dividend Value ETF Holding Summary

As of 2025-03-31, SEAMOUNT FINANCIAL GROUP INC held 176,663.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $6.30 Mil. This investment constitutes 4.29% of their stock portfolio, and SEAMOUNT FINANCIAL GROUP INC now holds 0.04% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.

The initial trade took place in 2023Q4. And since then SEAMOUNT FINANCIAL GROUP INC has made 5 purchases of CGDV, at an average price of $30.16, for a total of 176,663.00 shares. Based on historical transaction data and CGDV's current price of $40.67, SEAMOUNT FINANCIAL GROUP INC's estimated gain on his CGDV holdings is $1.86 Mil, reflecting a 34.84% gain to date.

SEAMOUNT FINANCIAL GROUP INC CGDV ($40.67) Holding Chart

SEAMOUNT FINANCIAL GROUP INC CGDV ($40.67) 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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