Clearview Wealth Advisors LLC CGCP Holdings History
Clearview Wealth Advisors LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-03-31, Clearview Wealth Advisors LLC held 532,727.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $11.96 Mil. This investment constitutes 8.94% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.25% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2024Q2. And since then Clearview Wealth Advisors LLC has made 3 purchases of CGCP, at an average price of $22.29, for a total of 544,175.00 shares. In addition, there have been 1 sales at an average price of $22.37 for 11,448.00 shares. Based on historical transaction data and CGCP's current price of $22.38, Clearview Wealth Advisors LLC's estimated gain on his CGCP holdings is $47,103.27, reflecting a 0.39% gain to date.
Clearview Wealth Advisors LLC CGCP ($22.38) Holding Chart
Clearview Wealth Advisors LLC CGCP ($22.38) 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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