AA Financial Advisors, LLC CGCP Holdings History
AA Financial Advisors, LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 747,854.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $16.83 Mil. This investment constitutes 3.63% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.33% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 5 purchases of CGCP, at an average price of $22.19, for a total of 753,186.00 shares. In addition, there have been 1 sales at an average price of $22.23 for 5,332.00 shares. Based on historical transaction data and CGCP's current price of $22.49, AA Financial Advisors, LLC's estimated gain on his CGCP holdings is $224,063.69, reflecting a 1.34% gain to date.
AA Financial Advisors, LLC CGCP ($22.49) Holding Chart
AA Financial Advisors, LLC CGCP ($22.49) 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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