FinDec Wealth Services, Inc. CGUS Holdings History
FinDec Wealth Services, Inc.'s Capital Group Core Equity ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 24,052.00 shares of Capital Group Core Equity ETF(CGUS), totaling $803,350.00. This investment constitutes 0.79% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.02% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 4 purchases of CGUS, at an average price of $23.21, for a total of 241,453.00 shares. In addition, there have been 5 sales at an average price of $34.83 for 217,401.00 shares. Based on historical transaction data and CGUS's current price of $37.78, FinDec Wealth Services, Inc.'s estimated gain on his CGUS holdings is $2.88 Mil, reflecting a 51.37% gain to date.
FinDec Wealth Services, Inc. CGUS ($37.78) Holding Chart
FinDec Wealth Services, Inc. CGUS ($37.78) 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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