Swisher Financial Concepts, Inc. CGDG Holdings History
Swisher Financial Concepts, Inc.'s Capital Group Dividend Growers ETF Holding Summary
As of 2025-03-31, Swisher Financial Concepts, Inc. held 133,043.00 shares of Capital Group Dividend Growers ETF(CGDG), totaling $4.11 Mil. This investment constitutes 3.4% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0.22% of the outstanding Capital Group Dividend Growers ETF(CGDG) stock.
The initial trade took place in 2025Q1. And since then Swisher Financial Concepts, Inc. has made 1 purchases of CGDG, at an average price of $30.77, for a total of 133,043.00 shares. Based on historical transaction data and CGDG's current price of $33.86, Swisher Financial Concepts, Inc.'s estimated gain on his CGDG holdings is $411,102.87, reflecting a 10.04% gain to date.
Swisher Financial Concepts, Inc. CGDG ($33.86) Holding Chart
Swisher Financial Concepts, Inc. CGDG ($33.86) 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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