Core Wealth Partners LLC CGCP Holdings History
Core Wealth Partners LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 145,191.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $3.26 Mil. This investment constitutes 1.9% of their stock portfolio, and Core Wealth Partners LLC now holds 0.07% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2024Q1. And since then Core Wealth Partners LLC has made 4 purchases of CGCP, at an average price of $22.69, for a total of 245,165.00 shares. In addition, there have been 1 sales at an average price of $22.37 for 99,974.00 shares. Based on historical transaction data and CGCP's current price of $22.42, Core Wealth Partners LLC's estimated gain on his CGCP holdings is $-70,631.29, reflecting a -1.27% gain to date.
Core Wealth Partners LLC CGCP ($22.42) Holding Chart
Core Wealth Partners LLC CGCP ($22.42) 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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