Number of Shares
16,828.00
Current Holdings Value*
$831,210.00
% of Portfolio
0.89%
Total Estimate Gain
$-29,028.30
% of Total Estimate Gain
-3.46%

Cooper Capital Advisors LLC's American Century California Municipal Bond ETF Holding Summary

As of 2025-03-31, Cooper Capital Advisors LLC held 16,828.00 shares of American Century California Municipal Bond ETF(CATF), totaling $831,210.00. This investment constitutes 0.89% of their stock portfolio, and Cooper Capital Advisors LLC now holds 2.59% of the outstanding American Century California Municipal Bond ETF(CATF) stock.

The initial trade took place in 2025Q1. And since then Cooper Capital Advisors LLC has made 1 purchases of CATF, at an average price of $49.88, for a total of 16,828.00 shares. Based on historical transaction data and CATF's current price of $48.16, Cooper Capital Advisors LLC's estimated gain on his CATF holdings is $-29,028.30, reflecting a -3.46% gain to date.

Cooper Capital Advisors LLC CATF ($48.16) Holding Chart

Cooper Capital Advisors LLC CATF ($48.16) 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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