Capital Advantage, Inc. CGMS Holdings History
Capital Advantage, Inc.'s Capital Group U.S. Multi-Sector Income Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 2.11 Mil shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $58.23 Mil. This investment constitutes 9.22% of their stock portfolio, and Capital Advantage, Inc. now holds -% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.
The initial trade took place in 2025Q2. And since then Capital Advantage, Inc. has made 1 purchases of CGMS, at an average price of $27.11, for a total of 2.11 Mil shares. Based on historical transaction data and CGMS's current price of $27.50, Capital Advantage, Inc.'s estimated gain on his CGMS holdings is $822,243.24, reflecting a 1.44% gain to date.
Capital Advantage, Inc. CGMS ($27.50) Holding Chart
Capital Advantage, Inc. CGMS ($27.50) 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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