BARNES PETTEY FINANCIAL ADVISORS, LLC CGUS Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's Capital Group Core Equity ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 96,247.00 shares of Capital Group Core Equity ETF(CGUS), totaling $3.21 Mil. This investment constitutes 2.5% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.06% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2022Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 5 purchases of CGUS, at an average price of $22.66, for a total of 107,498.00 shares. In addition, there have been 5 sales at an average price of $31.87 for 11,251.00 shares. Based on historical transaction data and CGUS's current price of $38.18, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his CGUS holdings is $1.60 Mil, reflecting a 65.56% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC CGUS ($38.18) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC CGUS ($38.18) 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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