SITTNER & NELSON, LLC CGDV Holdings History
SITTNER & NELSON, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, SITTNER & NELSON, LLC held 151,936.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $5.42 Mil. This investment constitutes 2.31% of their stock portfolio, and SITTNER & NELSON, LLC now holds 0.04% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then SITTNER & NELSON, LLC has made 12 purchases of CGDV, at an average price of $27.16, for a total of 151,936.00 shares. Based on historical transaction data and CGDV's current price of $40.62, SITTNER & NELSON, LLC's estimated gain on his CGDV holdings is $2.05 Mil, reflecting a 49.58% gain to date.
SITTNER & NELSON, LLC CGDV ($40.62) Holding Chart
SITTNER & NELSON, LLC CGDV ($40.62) 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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