Number of Shares
381,380.00
Current Holdings Value*
$14.08 Mil
% of Portfolio
3.03%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
20.66%

AA Financial Advisors, LLC's Capital Group Core Equity ETF Holding Summary

As of 2025-06-30, AA Financial Advisors, LLC held 381,380.00 shares of Capital Group Core Equity ETF(CGUS), totaling $14.08 Mil. This investment constitutes 3.03% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.24% of the outstanding Capital Group Core Equity ETF(CGUS) stock.

The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 5 purchases of CGUS, at an average price of $31.59, for a total of 383,265.00 shares. In addition, there have been 1 sales at an average price of $34.05 for 1,885.00 shares. Based on historical transaction data and CGUS's current price of $38.14, AA Financial Advisors, LLC's estimated gain on his CGUS holdings is $2.50 Mil, reflecting a 20.66% gain to date.

AA Financial Advisors, LLC CGUS ($38.14) Holding Chart

AA Financial Advisors, LLC CGUS ($38.14) 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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