WR Wealth Planners, LLC CGDV Holdings History
WR Wealth Planners, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 84,503.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $2.98 Mil. This investment constitutes 0.96% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.02% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then WR Wealth Planners, LLC has made 5 purchases of CGDV, at an average price of $29.81, for a total of 219,520.00 shares. In addition, there have been 2 sales at an average price of $36.25 for 135,017.00 shares. Based on historical transaction data and CGDV's current price of $40.62, WR Wealth Planners, LLC's estimated gain on his CGDV holdings is $1.78 Mil, reflecting a 27.22% gain to date.
WR Wealth Planners, LLC CGDV ($40.62) Holding Chart
WR Wealth Planners, LLC CGDV ($40.62) 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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