CWS Financial Advisors, LLC CGCV Holdings History
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 $29.10, CWS Financial Advisors, LLC's estimated gain on his CGCV holdings is $72,970.40, reflecting a 6.37% gain to date.
CWS Financial Advisors, LLC CGCV ($29.10) Holding Chart
CWS Financial Advisors, LLC CGCV ($29.10) 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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