Number of Shares
127,560.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
2.62%
Total Estimate Gain
$29,823.20
% of Total Estimate Gain
0.91%

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 $25.96, EQ WEALTH ADVISORS, LLC's estimated gain on his CGSD holdings is $29,823.20, reflecting a 0.91% gain to date.

EQ WEALTH ADVISORS, LLC CGSD ($25.96) Holding Chart

EQ WEALTH ADVISORS, LLC CGSD ($25.96) 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 %

Top Ranked Articles

  • 1