CWS Financial Advisors, LLC CGBL Holdings History
CWS Financial Advisors, LLC's Capital Group Core Balanced ETF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 70,621.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $2.19 Mil. This investment constitutes 0.69% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.11% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q1. And since then CWS Financial Advisors, LLC has made 5 purchases of CGBL, at an average price of $30.70, for a total of 70,621.00 shares. Based on historical transaction data and CGBL's current price of $33.67, CWS Financial Advisors, LLC's estimated gain on his CGBL holdings is $209,585.50, reflecting a 9.67% gain to date.
CWS Financial Advisors, LLC CGBL ($33.67) Holding Chart
CWS Financial Advisors, LLC CGBL ($33.67) 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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