Bridgewealth Advisory Group, LLC CGSD Holdings History
Bridgewealth Advisory Group, LLC's Capital Group Short Duration Income ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 93,219.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $2.41 Mil. This investment constitutes 3.16% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.27% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.
The initial trade took place in 2023Q4. And since then Bridgewealth Advisory Group, LLC has made 5 purchases of CGSD, at an average price of $25.49, for a total of 755,083.00 shares. In addition, there have been 1 sales at an average price of $25.76 for 661,864.00 shares. Based on historical transaction data and CGSD's current price of $25.95, Bridgewealth Advisory Group, LLC's estimated gain on his CGSD holdings is $223,927.34, reflecting a 1.16% gain to date.
Bridgewealth Advisory Group, LLC CGSD ($25.95) Holding Chart
Bridgewealth Advisory Group, LLC CGSD ($25.95) 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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