Number of Shares
735,168.00
Current Holdings Value*
$16.50 Mil
% of Portfolio
16.32%
Total Estimate Gain
$21,351.50
% of Total Estimate Gain
0.10%

FinDec Wealth Services, Inc.'s Capital Group Core Plus Income ETF Holding Summary

As of 2025-03-31, FinDec Wealth Services, Inc. held 735,168.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $16.50 Mil. This investment constitutes 16.32% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.35% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.

The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 5 purchases of CGCP, at an average price of $22.31, for a total of 958,373.00 shares. In addition, there have been 4 sales at an average price of $22.23 for 223,205.00 shares. Based on historical transaction data and CGCP's current price of $22.36, FinDec Wealth Services, Inc.'s estimated gain on his CGCP holdings is $21,351.50, reflecting a 0.10% gain to date.

FinDec Wealth Services, Inc. CGCP ($22.36) Holding Chart

FinDec Wealth Services, Inc. CGCP ($22.36) 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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