Entruity Wealth, LLC CGUS Holdings History

Number of Shares
293,459.00
Current Holdings Value*
$9.80 Mil
% of Portfolio
9.24%
Total Estimate Gain
$786,237.44
% of Total Estimate Gain
7.64%

Entruity Wealth, LLC's Capital Group Core Equity ETF Holding Summary

As of 2025-03-31, Entruity Wealth, LLC held 293,459.00 shares of Capital Group Core Equity ETF(CGUS), totaling $9.80 Mil. This investment constitutes 9.24% of their stock portfolio, and Entruity Wealth, LLC now holds 0.2% of the outstanding Capital Group Core Equity ETF(CGUS) stock.

The initial trade took place in 2024Q4. And since then Entruity Wealth, LLC has made 1 purchases of CGUS, at an average price of $35.06, for a total of 293,459.00 shares. Based on historical transaction data and CGUS's current price of $37.74, Entruity Wealth, LLC's estimated gain on his CGUS holdings is $786,237.44, reflecting a 7.64% gain to date.

Entruity Wealth, LLC CGUS ($37.74) Holding Chart

Entruity Wealth, LLC CGUS ($37.74) 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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