Triton Wealth Management, PLLC CGDV Holdings History
Triton Wealth Management, PLLC's Capital Group Dividend Value ETF Holding Summary
As of 2024-12-31, Triton Wealth Management, PLLC held 8,024.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $296,210.00. This investment constitutes 0.15% of their stock portfolio, and Triton Wealth Management, PLLC now holds 0% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then Triton Wealth Management, PLLC has made 1 purchases of CGDV, at an average price of $36.39, for a total of 8,024.00 shares. Based on historical transaction data and CGDV's current price of $40.59, Triton Wealth Management, PLLC's estimated gain on his CGDV holdings is $33,700.80, reflecting a 11.54% gain to date.
Triton Wealth Management, PLLC CGDV ($40.59) Holding Chart
Triton Wealth Management, PLLC CGDV ($40.59) 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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