A&I FINANCIAL SERVICES, LLC CGUS Holdings History
A&I FINANCIAL SERVICES, LLC's Capital Group Core Equity ETF Holding Summary
As of 2025-06-30, A&I FINANCIAL SERVICES, LLC held 108,032.00 shares of Capital Group Core Equity ETF(CGUS), totaling $3.99 Mil. This investment constitutes 2.25% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 0.07% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2024Q4. And since then A&I FINANCIAL SERVICES, LLC has made 3 purchases of CGUS, at an average price of $34.93, for a total of 108,032.00 shares. Based on historical transaction data and CGUS's current price of $37.72, A&I FINANCIAL SERVICES, LLC's estimated gain on his CGUS holdings is $301,482.05, reflecting a 7.99% gain to date.
A&I FINANCIAL SERVICES, LLC CGUS ($37.72) Holding Chart
A&I FINANCIAL SERVICES, LLC CGUS ($37.72) 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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