Beta Wealth Group, Inc. CGMM Holdings History
Beta Wealth Group, Inc.'s Capital Group U.S. Small and Mid Cap ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 270,770.00 shares of Capital Group U.S. Small and Mid Cap ETF(CGMM), totaling $6.47 Mil. This investment constitutes 2.32% of their stock portfolio, and Beta Wealth Group, Inc. now holds -% of the outstanding Capital Group U.S. Small and Mid Cap ETF(CGMM) stock.
The initial trade took place in 2025Q1. And since then Beta Wealth Group, Inc. has made 1 purchases of CGMM, at an average price of $25.27, for a total of 270,770.00 shares. Based on historical transaction data and CGMM's current price of $27.34, Beta Wealth Group, Inc.'s estimated gain on his CGMM holdings is $560,493.90, reflecting a 8.19% gain to date.
Beta Wealth Group, Inc. CGMM ($27.34) Holding Chart
Beta Wealth Group, Inc. CGMM ($27.34) 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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