Number of Shares
55,901.00
Current Holdings Value*
$1.25 Mil
% of Portfolio
1.65%
Total Estimate Gain
$-35,438.42
% of Total Estimate Gain
-0.40%

Bridgewealth Advisory Group, LLC's Capital Group Core Plus Income ETF Holding Summary

As of 2025-03-31, Bridgewealth Advisory Group, LLC held 55,901.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $1.25 Mil. This investment constitutes 1.65% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.03% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.

The initial trade took place in 2023Q4. And since then Bridgewealth Advisory Group, LLC has made 5 purchases of CGCP, at an average price of $22.46, for a total of 392,787.00 shares. In addition, there have been 1 sales at an average price of $22.37 for 336,886.00 shares. Based on historical transaction data and CGCP's current price of $22.38, Bridgewealth Advisory Group, LLC's estimated gain on his CGCP holdings is $-35,438.42, reflecting a -0.40% gain to date.

Bridgewealth Advisory Group, LLC CGCP ($22.38) Holding Chart

Bridgewealth Advisory Group, LLC CGCP ($22.38) 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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