Affiance Financial, LLC CGUS Holdings History
Affiance Financial, LLC's Capital Group Core Equity ETF Holding Summary
As of 2025-06-30, Affiance Financial, LLC held 262,404.00 shares of Capital Group Core Equity ETF(CGUS), totaling $9.69 Mil. This investment constitutes 1.97% of their stock portfolio, and Affiance Financial, LLC now holds 0.17% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2022Q4. And since then Affiance Financial, LLC has made 2 purchases of CGUS, at an average price of $35.11, for a total of 491,785.00 shares. In addition, there have been 2 sales at an average price of $34.01 for 229,381.00 shares. Based on historical transaction data and CGUS's current price of $37.72, Affiance Financial, LLC's estimated gain on his CGUS holdings is $433,865.88, reflecting a 2.51% gain to date.
Affiance Financial, LLC CGUS ($37.72) Holding Chart
Affiance Financial, LLC CGUS ($37.72) 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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