Number of Shares
41,866.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
0.36%
Total Estimate Gain
$83,436.90
% of Total Estimate Gain
7.28%

CWS Financial Advisors, LLC's Capital Group Conservative Equity ETF Holding Summary

As of 2025-03-31, CWS Financial Advisors, LLC held 41,866.00 shares of Capital Group Conservative Equity ETF(CGCV), totaling $1.14 Mil. This investment constitutes 0.36% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.39% of the outstanding Capital Group Conservative Equity ETF(CGCV) stock.

The initial trade took place in 2024Q4. And since then CWS Financial Advisors, LLC has made 2 purchases of CGCV, at an average price of $27.36, for a total of 41,866.00 shares. Based on historical transaction data and CGCV's current price of $29.35, CWS Financial Advisors, LLC's estimated gain on his CGCV holdings is $83,436.90, reflecting a 7.28% gain to date.

CWS Financial Advisors, LLC CGCV ($29.35) Holding Chart

CWS Financial Advisors, LLC CGCV ($29.35) 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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