Number of Shares
147,744.00
Current Holdings Value*
$4.93 Mil
% of Portfolio
0.09%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
21.03%

Advisory Services Network, LLC's Capital Group Core Equity ETF Holding Summary

As of 2025-03-31, Advisory Services Network, LLC held 147,744.00 shares of Capital Group Core Equity ETF(CGUS), totaling $4.93 Mil. This investment constitutes 0.09% of their stock portfolio, and Advisory Services Network, LLC now holds 0.1% of the outstanding Capital Group Core Equity ETF(CGUS) stock.

The initial trade took place in 2022Q2. And since then Advisory Services Network, LLC has made 7 purchases of CGUS, at an average price of $26.63, for a total of 684,548.00 shares. In addition, there have been 4 sales at an average price of $30.97 for 536,804.00 shares. Based on historical transaction data and CGUS's current price of $36.84, Advisory Services Network, LLC's estimated gain on his CGUS holdings is $3.83 Mil, reflecting a 21.03% gain to date.

Advisory Services Network, LLC CGUS ($36.84) Holding Chart

Advisory Services Network, LLC CGUS ($36.84) 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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