AA Financial Advisors, LLC CGUS Holdings History
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 $38.32, AA Financial Advisors, LLC's estimated gain on his CGUS holdings is $2.57 Mil, reflecting a 21.23% gain to date.
AA Financial Advisors, LLC CGUS ($38.32) Holding Chart
AA Financial Advisors, LLC CGUS ($38.32) 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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