FUTURE YOU WEALTH LLC CGCB Holdings History
Number of Shares
224,011.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
3.77%
Total Estimate Gain
$33,601.65
% of Total Estimate Gain
0.58%
FUTURE YOU WEALTH LLC's Capital Group Core Bond ETF Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 224,011.00 shares of Capital Group Core Bond ETF(CGCB), totaling $5.89 Mil. This investment constitutes 3.77% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0.27% of the outstanding Capital Group Core Bond ETF(CGCB) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of CGCB, at an average price of $26.02, for a total of 224,011.00 shares. Based on historical transaction data and CGCB's current price of $26.17, FUTURE YOU WEALTH LLC's estimated gain on his CGCB holdings is $33,601.65, reflecting a 0.58% gain to date.
FUTURE YOU WEALTH LLC CGCB ($26.17) Holding Chart
FUTURE YOU WEALTH LLC CGCB ($26.17) 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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