Bridgewealth Advisory Group, LLC CGUS Holdings History
Bridgewealth Advisory Group, LLC's Capital Group Core Equity ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 185,531.00 shares of Capital Group Core Equity ETF(CGUS), totaling $6.20 Mil. This investment constitutes 8.15% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.12% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2023Q3. And since then Bridgewealth Advisory Group, LLC has made 6 purchases of CGUS, at an average price of $30.15, for a total of 255,598.00 shares. In addition, there have been 1 sales at an average price of $35.13 for 70,067.00 shares. Based on historical transaction data and CGUS's current price of $37.72, Bridgewealth Advisory Group, LLC's estimated gain on his CGUS holdings is $1.75 Mil, reflecting a 22.76% gain to date.
Bridgewealth Advisory Group, LLC CGUS ($37.72) Holding Chart
Bridgewealth Advisory Group, LLC CGUS ($37.72) 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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