Tempus Wealth Planning, LLC CGDV Holdings History
Tempus Wealth Planning, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Tempus Wealth Planning, LLC held 253,873.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $10.03 Mil. This investment constitutes 2.5% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.05% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q4. And since then Tempus Wealth Planning, LLC has made 7 purchases of CGDV, at an average price of $35.31, for a total of 253,873.00 shares. Based on historical transaction data and CGDV's current price of $40.67, Tempus Wealth Planning, LLC's estimated gain on his CGDV holdings is $1.36 Mil, reflecting a 15.19% gain to date.
Tempus Wealth Planning, LLC CGDV ($40.67) Holding Chart
Tempus Wealth Planning, LLC 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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