StrongBox Wealth, LLC CGDV Holdings History
StrongBox Wealth, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, StrongBox Wealth, LLC held 53,530.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $1.91 Mil. This investment constitutes 0.8% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.01% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. And since then StrongBox Wealth, LLC has made 1 purchases of CGDV, at an average price of $36.32, for a total of 53,530.00 shares. Based on historical transaction data and CGDV's current price of $39.24, StrongBox Wealth, LLC's estimated gain on his CGDV holdings is $156,575.25, reflecting a 8.05% gain to date.
StrongBox Wealth, LLC CGDV ($39.24) Holding Chart
StrongBox Wealth, LLC CGDV ($39.24) 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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