Number of Shares
168,237.00
Current Holdings Value*
$4.39 Mil
% of Portfolio
1.81%
Total Estimate Gain
$17,246.89
% of Total Estimate Gain
0.39%

Financial Connections Group, Inc.'s Capital Group Short Duration Municipal Income ETF Holding Summary

As of 2025-06-30, Financial Connections Group, Inc. held 168,237.00 shares of Capital Group Short Duration Municipal Income ETF(CGSM), totaling $4.39 Mil. This investment constitutes 1.81% of their stock portfolio, and Financial Connections Group, Inc. now holds 0.6% of the outstanding Capital Group Short Duration Municipal Income ETF(CGSM) stock.

The initial trade took place in 2024Q4. And since then Financial Connections Group, Inc. has made 3 purchases of CGSM, at an average price of $26.06, for a total of 168,237.00 shares. Based on historical transaction data and CGSM's current price of $26.16, Financial Connections Group, Inc.'s estimated gain on his CGSM holdings is $17,246.89, reflecting a 0.39% gain to date.

Financial Connections Group, Inc. CGSM ($26.16) Holding Chart

Financial Connections Group, Inc. CGSM ($26.16) 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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