Beta Wealth Group, Inc. CGSD Holdings History
Beta Wealth Group, Inc.'s Capital Group Short Duration Income ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 498,556.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $12.87 Mil. This investment constitutes 4.62% of their stock portfolio, and Beta Wealth Group, Inc. now holds 1.47% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.
The initial trade took place in 2024Q3. And since then Beta Wealth Group, Inc. has made 3 purchases of CGSD, at an average price of $25.75, for a total of 498,556.00 shares. Based on historical transaction data and CGSD's current price of $25.87, Beta Wealth Group, Inc.'s estimated gain on his CGSD holdings is $61,134.30, reflecting a 0.48% gain to date.
Beta Wealth Group, Inc. CGSD ($25.87) Holding Chart
Beta Wealth Group, Inc. CGSD ($25.87) 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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