Bernardo Wealth Planning LLC CGCP Holdings History
Bernardo Wealth Planning LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 1.16 Mil shares of Capital Group Core Plus Income ETF(CGCP), totaling $26.11 Mil. This investment constitutes 6.25% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.55% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2023Q2. And since then Bernardo Wealth Planning LLC has made 9 purchases of CGCP, at an average price of $22.37, for a total of 1.16 Mil shares. Based on historical transaction data and CGCP's current price of $22.42, Bernardo Wealth Planning LLC's estimated gain on his CGCP holdings is $60,867.50, reflecting a 0.23% gain to date.
Bernardo Wealth Planning LLC CGCP ($22.42) Holding Chart
Bernardo Wealth Planning LLC CGCP ($22.42) 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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