Cannon Wealth Management Services, LLC CGUS Holdings History
Cannon Wealth Management Services, LLC's Capital Group Core Equity ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 209,517.00 shares of Capital Group Core Equity ETF(CGUS), totaling $6.99 Mil. This investment constitutes 6.24% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.14% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of CGUS, at an average price of $33.79, for a total of 209,517.00 shares. Based on historical transaction data and CGUS's current price of $37.56, Cannon Wealth Management Services, LLC's estimated gain on his CGUS holdings is $789,855.15, reflecting a 11.16% gain to date.
Cannon Wealth Management Services, LLC CGUS ($37.56) Holding Chart
Cannon Wealth Management Services, LLC CGUS ($37.56) 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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