Entruity Wealth, LLC CGSD Holdings History

Number of Shares
228,184.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
5.55%
Total Estimate Gain
$52,636.18
% of Total Estimate Gain
0.90%

Entruity Wealth, LLC's Capital Group Short Duration Income ETF Holding Summary

As of 2025-03-31, Entruity Wealth, LLC held 228,184.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $5.89 Mil. This investment constitutes 5.55% of their stock portfolio, and Entruity Wealth, LLC now holds 0.67% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.

The initial trade took place in 2024Q4. And since then Entruity Wealth, LLC has made 1 purchases of CGSD, at an average price of $25.72, for a total of 228,184.00 shares. Based on historical transaction data and CGSD's current price of $25.95, Entruity Wealth, LLC's estimated gain on his CGSD holdings is $52,636.18, reflecting a 0.90% gain to date.

Entruity Wealth, LLC CGSD ($25.95) Holding Chart

Entruity Wealth, LLC CGSD ($25.95) 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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