Entruity Wealth, LLC CGMS Holdings History

Number of Shares
165,707.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
4.26%
Total Estimate Gain
$4,389.37
% of Total Estimate Gain
0.10%

Entruity Wealth, LLC's Capital Group U.S. Multi-Sector Income Holding Summary

As of 2025-03-31, Entruity Wealth, LLC held 165,707.00 shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $4.52 Mil. This investment constitutes 4.26% of their stock portfolio, and Entruity Wealth, LLC now holds 0.22% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.

The initial trade took place in 2024Q4. And since then Entruity Wealth, LLC has made 1 purchases of CGMS, at an average price of $27.53, for a total of 165,707.00 shares. Based on historical transaction data and CGMS's current price of $27.56, Entruity Wealth, LLC's estimated gain on his CGMS holdings is $4,389.37, reflecting a 0.10% gain to date.

Entruity Wealth, LLC CGMS ($27.56) Holding Chart

Entruity Wealth, 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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