EQ WEALTH ADVISORS, LLC CGSD Holdings History
EQ WEALTH ADVISORS, LLC's Capital Group Short Duration Income ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 127,560.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $3.29 Mil. This investment constitutes 2.62% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.38% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of CGSD, at an average price of $25.73, for a total of 127,560.00 shares. Based on historical transaction data and CGSD's current price of $25.92, EQ WEALTH ADVISORS, LLC's estimated gain on his CGSD holdings is $24,720.80, reflecting a 0.75% gain to date.
EQ WEALTH ADVISORS, LLC CGSD ($25.92) Holding Chart
EQ WEALTH ADVISORS, LLC CGSD ($25.92) 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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