Number of Shares
1.26 Mil
Current Holdings Value*
$28.38 Mil
% of Portfolio
8.23%
Total Estimate Gain
$66,795.94
% of Total Estimate Gain
0.24%

ADAMSBROWN WEALTH CONSULTANTS LLC's Capital Group Core Plus Income ETF Holding Summary

As of 2025-06-30, ADAMSBROWN WEALTH CONSULTANTS LLC held 1.26 Mil shares of Capital Group Core Plus Income ETF(CGCP), totaling $28.38 Mil. This investment constitutes 8.23% of their stock portfolio, and ADAMSBROWN WEALTH CONSULTANTS LLC now holds 0.55% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.

The initial trade took place in 2022Q3. And since then ADAMSBROWN WEALTH CONSULTANTS LLC has made 12 purchases of CGCP, at an average price of $22.33, for a total of 1.26 Mil shares. Based on historical transaction data and CGCP's current price of $22.38, ADAMSBROWN WEALTH CONSULTANTS LLC's estimated gain on his CGCP holdings is $66,795.94, reflecting a 0.24% gain to date.

ADAMSBROWN WEALTH CONSULTANTS LLC CGCP ($22.38) Holding Chart

ADAMSBROWN WEALTH CONSULTANTS LLC CGCP ($22.38) 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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