Number of Shares
481,701.00
Current Holdings Value*
$17.17 Mil
% of Portfolio
0.63%
Total Estimate Gain
$4.27 Mil
% of Total Estimate Gain
27.91%

WEDBUSH SECURITIES INC's Capital Group Dividend Value ETF Holding Summary

As of 2025-03-31, WEDBUSH SECURITIES INC held 481,701.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $17.17 Mil. This investment constitutes 0.63% of their stock portfolio, and WEDBUSH SECURITIES INC now holds 0.11% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.

The initial trade took place in 2022Q3. And since then WEDBUSH SECURITIES INC has made 10 purchases of CGDV, at an average price of $31.20, for a total of 490,224.00 shares. In addition, there have been 1 sales at an average price of $24.47 for 8,523.00 shares. Based on historical transaction data and CGDV's current price of $40.18, WEDBUSH SECURITIES INC's estimated gain on his CGDV holdings is $4.27 Mil, reflecting a 27.91% gain to date.

WEDBUSH SECURITIES INC CGDV ($40.18) Holding Chart

WEDBUSH SECURITIES INC CGDV ($40.18) 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 %

Top Ranked Articles

  • 1