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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