Evergreen Wealth Solutions, LLC CGCB Holdings History
Evergreen Wealth Solutions, LLC's Capital Group Core Bond ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 45,085.00 shares of Capital Group Core Bond ETF(CGCB), totaling $1.18 Mil. This investment constitutes 0.8% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.06% of the outstanding Capital Group Core Bond ETF(CGCB) stock.
The initial trade took place in 2024Q4. And since then Evergreen Wealth Solutions, LLC has made 2 purchases of CGCB, at an average price of $26.07, for a total of 45,085.00 shares. Based on historical transaction data and CGCB's current price of $26.14, Evergreen Wealth Solutions, LLC's estimated gain on his CGCB holdings is $3,053.28, reflecting a 0.26% gain to date.
Evergreen Wealth Solutions, LLC CGCB ($26.14) Holding Chart
Evergreen Wealth Solutions, LLC CGCB ($26.14) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
