EQ WEALTH ADVISORS, LLC CGMS Holdings History
EQ WEALTH ADVISORS, LLC's Capital Group U.S. Multi-Sector Income Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 424,796.00 shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $11.60 Mil. This investment constitutes 9.24% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.57% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of CGMS, at an average price of $27.53, for a total of 424,796.00 shares. Based on historical transaction data and CGMS's current price of $27.56, EQ WEALTH ADVISORS, LLC's estimated gain on his CGMS holdings is $12,162.25, reflecting a 0.10% gain to date.
EQ WEALTH ADVISORS, LLC CGMS ($27.56) Holding Chart
EQ WEALTH ADVISORS, LLC CGMS ($27.56) 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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