SILVER OAK SECURITIES, INCORPORATED CGDV Holdings History
SILVER OAK SECURITIES, INCORPORATED's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, SILVER OAK SECURITIES, INCORPORATED held 489,545.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $19.33 Mil. This investment constitutes 1.57% of their stock portfolio, and SILVER OAK SECURITIES, INCORPORATED now holds 0.1% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then SILVER OAK SECURITIES, INCORPORATED has made 13 purchases of CGDV, at an average price of $28.89, for a total of 554,900.00 shares. In addition, there have been 1 sales at an average price of $22.92 for 65,355.00 shares. Based on historical transaction data and CGDV's current price of $40.63, SILVER OAK SECURITIES, INCORPORATED's estimated gain on his CGDV holdings is $5.36 Mil, reflecting a 33.42% gain to date.
SILVER OAK SECURITIES, INCORPORATED CGDV ($40.63) Holding Chart
SILVER OAK SECURITIES, INCORPORATED CGDV ($40.63) 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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