BetterWealth, LLC CGXU Holdings History
Number of Shares
525,246.00
Current Holdings Value*
$14.25 Mil
% of Portfolio
3.65%
Total Estimate Gain
$686,470.81
% of Total Estimate Gain
5.04%
BetterWealth, LLC's Capital Group International Focus Equity ETF Holding Summary
As of 2025-06-30, BetterWealth, LLC held 525,246.00 shares of Capital Group International Focus Equity ETF(CGXU), totaling $14.25 Mil. This investment constitutes 3.65% of their stock portfolio, and BetterWealth, LLC now holds 0.38% of the outstanding Capital Group International Focus Equity ETF(CGXU) stock.
The initial trade took place in 2024Q4. And since then BetterWealth, LLC has made 3 purchases of CGXU, at an average price of $25.91, for a total of 525,246.00 shares. Based on historical transaction data and CGXU's current price of $27.22, BetterWealth, LLC's estimated gain on his CGXU holdings is $686,470.81, reflecting a 5.04% gain to date.
BetterWealth, LLC CGXU ($27.22) Holding Chart
BetterWealth, LLC CGXU ($27.22) 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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