FINANCIAL MANAGEMENT NETWORK INC CGCV Holdings History
FINANCIAL MANAGEMENT NETWORK INC's Capital Group Conservative Equity ETF Holding Summary
As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 141,692.00 shares of Capital Group Conservative Equity ETF(CGCV), totaling $4.10 Mil. This investment constitutes 0.74% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 0.99% of the outstanding Capital Group Conservative Equity ETF(CGCV) stock.
The initial trade took place in 2024Q3. And since then FINANCIAL MANAGEMENT NETWORK INC has made 4 purchases of CGCV, at an average price of $27.05, for a total of 141,692.00 shares. Based on historical transaction data and CGCV's current price of $29.10, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his CGCV holdings is $290,117.96, reflecting a 7.57% gain to date.
FINANCIAL MANAGEMENT NETWORK INC CGCV ($29.10) Holding Chart
FINANCIAL MANAGEMENT NETWORK INC CGCV ($29.10) 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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